Recent cases

With the significant rise in property prices in recent years, many individuals have found themselves with a potentially large inheritance tax bill.  Our tax specialists have been able to assist numerous clients to minimise their exposure to inheritance tax.

Our team have the knowledge and expertise to ensure that with the constant changes in tax legislation you are provided with advice and the most up-to-date tax planning techniques. 

For example, many of our clients have benefited from the use of a simple and effective Discretionary Will Trust Scheme.  This can be used by married couples whose estate is over the current inheritance tax threshold, and takes advantage of the use of the tax free threshold available on first death.  This can result in a saving of inheritance tax of over £110,000, at a cost to you of less than £1,000.