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07734216580
Accountant
Bookkeeping Ltd
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
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