Services Private wealth Inheritance tax planning
Inheritance tax planning
Service overview
Protecting your legacy. Protecting you.
When it comes to Inheritance Tax, it’s never too early to put plans in place – and never too late to change them if the landscape shifts unexpectedly.
Against a backdrop of the continually-evolving legislative landscape – from the recent changes to Business and Agricultural Property Reliefs to the upcoming Inheritance Tax reforms due to take effect in April 2027 – it is more important now than ever for businesses and individuals to plan ahead.
When planning for the future, just knowing where to start can feel daunting – and it can be difficult to predict whether the decisions that feel right today will still be the best ones for you and your loved ones further down the line.
From restructuring assets to lifetime gifts, we’ll guide you through the process with practical, streamlined support that meets you where you are – and moves with you every step of the way.
Ready to take the next step?
Our services
How we can help you:
- Advising on lifetime gifts
- Making trusts
- Structuring assets efficiently to maximise Inheritance Tax relief, including Agricultural and Business Property Reliefs
- Supporting beneficiaries to calculate Inheritance Tax and file returns.
- Transferring business shares
What to expect from us
The right legal experts, wherever you are.
Regional teams, nationally connected – we move quickly, stay close, and bring the right specialists together around you.
When it matters most, you need experience in the room. Our structure gives senior advisers more time with clients. So relationships are built over years, not handed off after day one.
Our specialists in your region are backed by a nationwide network. So, whatever comes up, you get the right experts without having to change advisers.
We’re based in the regions where you operate. So you work with advisers who understand you and are there in person when you need them.
Inheritance tax planning
Related insights
Not sure where to start?
Whether you’re looking to change existing plans or prepare for what’s on the horizon, there’s plenty we can do to help.