Preserve Your Wealth and Protect Your Legacy
Inheritance Tax (IHT) can significantly reduce the value of your estate, leaving your loved ones with a smaller inheritance. With careful planning and expert advice, you can minimise the impact of IHT and ensure your wealth is preserved for future generations. At TBCAS Accountants, we specialise in comprehensive inheritance tax planning services tailored to your unique circumstances and objectives.
Our Inheritance Tax Planning Services Include:
1. Estate Review & Assessment
We carry out a detailed review of your estate to assess potential IHT liabilities. This includes analysing property, investments, and personal assets to identify opportunities for tax-efficient planning.
2. Tax Efficiency Strategies
From lifetime gifting to strategic trust arrangements, we create tailored solutions to reduce IHT liabilities while aligning with your personal wishes and long-term objectives.
3. Will Review & Drafting
We review your existing will—or assist in drafting a new one—to ensure your estate is structured to maximise available reliefs and exemptions while providing for your loved ones.
4. Lifetime Giving
We advise on the tax implications of giving assets during your lifetime, helping you utilise exemptions and reliefs to lower your estate’s IHT exposure.
5. Trust Planning
We guide you in setting up and managing trusts, enabling you to maintain control over your assets while reducing their taxable value for IHT purposes.
6. Business & Agricultural Property Relief
We help you take advantage of Business Property Relief (BPR) and Agricultural Property Relief (APR) to reduce the taxable value of qualifying business interests or agricultural assets.
7. Charitable Giving
We incorporate charitable donations into your estate plan to reduce IHT liabilities while supporting causes you care about—leaving both a financial and social legacy.
Why Choose TBCAS Accountants for Inheritance Tax Planning?
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Expertise – Specialists in inheritance tax strategy with in-depth technical knowledge.
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Personalised Service – Every plan is customised to your specific needs and goals.
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Comprehensive Solutions – From estate review to will drafting and trust management.
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Transparent Communication – Clear explanations to help you make informed decisions.
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Peace of Mind – Confidence that your estate is structured for maximum tax efficiency.
📞 Get in Touch
Plan for the future with confidence. Call us on +44 7392 000477 to arrange a consultation and take the first step towards protecting your wealth and legacy.