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Company & Commercial

Inheritance Tax Planning for Your Business

Planning ahead can go a long way in reducing the Inheritance Tax liability that your family may face when you’re no longer around.

Inheritance Tax

As you may know, there are a few hoops to jump through if you’re thinking about giving away cash or other assets during your lifetime to make sure that they’re not considered as part of your estate for Inheritance Tax purposes. If you’re going to give property away or put assets in a trust, it’s good to be familiar with what you need to do to make this successful.

Options for business owners

There are additional options that may be available to you as a business owner. These are carefully guarded by HMRC but there are many things that can be done ahead of time to maximise your chances of qualifying. We’re specialists in advising business owners in this area and in planning ahead with you for the future of an effective claim.

Whether you’ve got a business in mind or want to consider the allowances and exemptions available overall, as your thoughtful legal partners we’ll always aim to give you clear and practical advice, keeping what matters to you at the centre.

Tailored to your situation

We understand that each person’s priorities are different and that what might be an ideal tax planning solution for one business owner, based on their goals, might not be practical for another. We offer a comprehensive tax service which covers both lifetime and Will planning and is uniquely tailored to you.

What we can help with

We advise on:

  • Inheritance Tax planning for individuals and business owners
  • maximising the various Inheritance Tax reliefs and exemptions available
  • Lifetime Inheritance Tax planning
  • post-death Inheritance Tax arrangements, such as deeds of variation.

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