Inheritance Tax Planning - Renaissance Legal

Currently, the government levies Inheritance Tax at 40% on the value that exceeds the nil-rate threshold (for further information on how this calculation is made please see our information sheet above).

However, through effective planning we may be able to help you achieve savings. This is a key aspect of our service.

Our approach

We help clients carry out estate planning effectively, and work with you to explore the different ways it might be possible to reduce your tax liability. For example, a carefully crafted Will not only ensures your wishes are put in place when you die, but may help reduce the amount of tax the estate has to pay.

We take a holistic approach to your individual circumstances and believe that effective Inheritance Tax Planning cannot be considered in isolation.

Please see our Wills and Trust services for further information.

Our team also regularly work with other professional advisors, for example Independent Financial Advisors and Accountants, to make sure we offer you the best advice suited to your personal circumstances.

For further information, or to speak to us about Inheritance Tax Planning, please contact us.

Wills

Making a Will may seem like a daunting task, however our personal and friendly approach guides you through the process.

Trusts

We are experts in setting up Trusts that are tailored specifically to meet your needs. They can be used for many reasons, including family succession planning, asset protection and tax planning

Trustee and Executor Services

When setting up a Trust you will need to decide who will be your Trustees, these are the people in charge of managing the Trust Fund

Estate Administration

We understand that if a loved one has died, the thought of dealing with their financial affairs and estate can be an upsetting, and daunting prospect.