Complete the form below to ask us a question or make an enquiry. We’ll get back to you via phone or email as soon as possible.

Insights FAQs People Videos Guides Events

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 Business Planning

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.

Get legal advice and support

Contact Our Legal Experts

Enquire now

Related Services

Company & Commercial Services

Find out more about how we can help you with your legal requirements, with our comprehensive legal services supporting those starting a business as well as growing their businesses. Alternatively, complete our contact form or call us directly to speak to a member of our experienced team.