Inheritance Tax

Inheritance tax is a critical consideration in intergenerational wealth planning. If you reside in an area with soaring property prices, like the South East, calculating the inheritance tax threshold can be a cause for concern. At Wisteria, we recognise the significance of this issue and are here to offer guidance.

Let's talk!

Collaborating with Exceptional Businesses and Professional Partnerships:

By partnering with us, you gain access to a wealth of knowledge specifically tailored for entrepreneurs like yourself. Our expertise encompasses wealth preservation, tax planning, and strategic financial management. We take a holistic approach, starting with assessing your current financial situation, identifying opportunities for growth and enhancement, and implementing effective strategies to optimise your financial well-being.

Ensuring Your Family's Financial Future: Intergenerational Wealth Planning at Wisteria

Navigating the complexities of inheritance tax can be particularly challenging when dealing with the emotional strain of losing a loved one. At Wisteria, we empathise with the difficulties you may face during such times and understand that ensuring your family's financial future is of utmost importance.

Our commitment to providing expert guidance in managing inheritance tax is unwavering. We offer services that not only alleviate the burden but also instil confidence that you are in full compliance with HMRC regulations. 

These invaluable services are seamlessly integrated into our comprehensive probate offerings, where we adeptly handle both the legal intricacies and tax-related matters.

No matter the unique circumstances you find yourself in, we recognise that contemplating long-term financial planning can feel overwhelming, much like delicately managing immediate crises. However, with the guidance and support of Wisteria, substantial tax savings become a tangible possibility.

We understand that questions about inheritance tax, its thresholds, rates, and how much you'll need to pay can weigh heavily on your mind. Rest assured, our team of experts is poised to assist you in making well-informed decisions, ensuring that your family's financial future remains secure.

Expert Inheritance Tax Services: Intergenerational Wealth Planning at Wisteria

At Wisteria, we provide comprehensive inheritance tax services tailored to your unique needs. Our dedicated team covers various aspects, including the intricacies of inheritance tax when the second parent passes away. We handle the entire process, from evaluating the estate's value to determining the exact inheritance tax amount and subsequently filing the tax return with HMRC.

Our services extend beyond the basics. We offer strategic planning for individuals seeking to minimise their inheritance tax liability. This includes utilising trusts, strategically gifting assets, and leveraging tax reliefs and exemptions. If you own a business or shares in a qualifying company, we offer valuable advice on business property relief, a relief that can make a significant difference.

Furthermore, we understand that dealing with HMRC inquiries related to inheritance tax can be daunting, especially if concerns arise regarding incorrect or incomplete tax returns. Rest assured, we are here to support you through the process, addressing any potential issues effectively.

We firmly believe that proactive inheritance tax planning is never too early to begin. Informed planning can lead to substantial long-term savings. Our team of experts is ready to provide guidance on inheritance tax planning, empowering you to understand your options and make well-informed decisions.

So, if you have questions about inheritance tax, its threshold, rates, or how much you'll need to pay, Wisteria is here to help you navigate these matters smoothly.

The hand that holds the phone

Cryptocurrency & NFT

Intergenerational Wealth Planning

Personal Tax services

Callum Danskine photo



Client Feedback

I received a great service from Wisteria – on time, on budget, and always friendly and helpful. I would definitely recommend them.

Nick Wheeler OBE

Founder & Chairman of CT Shirts

You are the BEST! Thank you so much! I should just sleep at night instead of worrying about stuff like this because I know you have it all under control

Sunita Patel

Senior Director at Gain Credit

They provide a great service, very precise, organised and all in a speedy time. We have no doubt our business is in good hands

Yuval Gonen

CEO of Synel Industries UK

Thank you for your amazing customer service

Sandra Molina

Personal Tax Client

Huuuge thanks for your help. You’ve often been our only steadiness in these frenetic and costly seas of fashion

Brooke Taylor

Director of Aganovich

See what other customers have to say!






Request a call back

Please fill out the form below and we will contact you as soon as possible.

Your personal data will be used to process your submission, support your experience throughout this website, and for other purposes described in our privacy policy.