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Inheritance Tax Planning

Protect your legacy and reduce future tax burdens.


We help individuals and families plan ahead to minimise inheritance tax through gifting strategies, trusts, and estate structuring — all while keeping your wishes at the centre.

Ideal for 

High-net-worth individuals
Families with property or business assets
Executors and trustees

What’s included

1

IHT exposure review and lifetime gifting strategy

2

Trust setup guidance

3

4

Will and estate planning coordination
Liaison with solicitors and financial advisers
Location: Available remotely or in-person by appointment

 Pricing Details

Tailored quotes based on estate value and planning scope.

• Initial consultation: from £150
• Full IHT planning package: custom pricing
• Trust setup support: from £250

PLEASE CALL OR EMAIL US

Accountant Bookkeeping Ltd

Flat 8, 13-15 Southbourne Lane East

Bournemouth

Dorset

BH6 3DN

Tel.: 07734216580

Accountant Bookkeeping Ltd
Accountant Bookkeeping Ltd

CONTACT US

Accountant Bookkeeping Ltd
Accountant Bookkeeping Ltd
Accountant Bookkeeping Ltd
Accountant Bookkeeping Ltd
Accountant Bookkeeping Ltd

© 2022 Accountant Bookkeeping. All Rights Reserved.

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