Inheritance Tax Advice & Estate Planning
We can advise on the Inheritance Tax liability for your estate (if any) and of any mitigation options which may be available to you.
Our fees
Fixed fees may be less than stated if the matter is very straightforward, but will be more than stated if the matter proves to be involved or complex. We will advise you of any such fee variation at the earliest available opportunity and before any additional fees are incurred.
All fees quoted above exclude any disbursements (i.e payments to others required to progress the matter), which you will be advised of at the earliest available opportunity.
Any further advice and/or assistance in this area will be charged at an hourly charging rate of £150 plus VAT, with a quote or fee estimate being confirmed once it becomes possible to estimate the volume of work involved.
This might include:
• Using statutory exemptions and reliefs through Wills or lifetime gifts
• Making use of tax efficient investments or insurance based products
• Using safe Inheritance Tax schemes through Wills or lifetime planning
We can also advise on:-
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inheritance tax issues relating to specific assets such as the family home, businesses and farms
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the general principles of Capital Gains Tax in the context of the disposal of particular assets such as your home or your investments
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charitable giving and its tax implications (including a reduction in the rate of Inheritance Tax where more than 10 per cent of your estate is left to charity)