We have considerable experience in helping with inheritance tax and trusts, from initial set up to the relevant accounting service required to achieve tax efficient ways to maximise the amounts received by beneficiaries. With inheritance tax currently being a 40% tax on estates in excess of £325,000, we use our financial skill and meticulous knowledge of the tax regime in this area to help our clients minimise their tax liability as much as is legally possible.

Please contact us to talk through your requirements.