Inheritance tax planning
How we can help with inheritance tax planning
It makes sense to plan for the future, whether it is for yourself or your business. Tailored wealth succession planning enables a smooth transition to the next generation. It also helps minimise tax liabilities.
We can advise individuals on estate planning matters whether your estate is close to the nil rate band or many times larger. We can advise on techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios. We can advise on both lifetime transfers and wills.
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid “giving away too much too soon”.
For more information on inheritance tax planning, contact us.
“Jason and the Team have been excellent in providing support to me over the last 12 months in particular. My husband passed away suddenly and Jason helped me complete his final accounts and tax return and provided advice in the process. Smith Butler looked after Garrys business affairs only for 3 years but they have always been helpful and I would recommend their services to others. I would have no hesitation in using Smith Butler for other financial matters. ”
Why choose us?
Unlimited phone support
Unlimited free meetings
FREE initial tax review
Work on time every time
Monthly tax tips by email
Friendly and approachable
All clients treated equally
FREE annual financial checkup
Cloud software specialists
Want an initial talk that won't cost you a penny?
You can reach out to us with your accountancy or business query on the phone, over email, through our website or even on social media if you're that way inclined. You’ll get an honest response and that won't cost you anything.