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Inheritance Tax Advice

Inheritance Tax Advice

Naturally, inheritance tax may concern you. If you're living in an area with high property prices, such as the South East, you might be even more worried about the impact this will have on your inheritance tax. Read on to find out how Wisteria can offer some guidance.

Our understanding

There’s a lot for you and your family to cope with after the death of a loved one, and the issue of inheritance tax can often cause great stress.

Whatever your situation, we understand that planning for the long term can be a challenge. Just as dealing with an immediate crisis can be daunting and delicate. However, with the right planning, and a bit of help from Wisteria, genuine tax savings can often be made.

Read on to find out how Wisteria can help you cope and take on some of the burden during such difficult times.

How we can help

After a friend or family member has passed away, we provide expert services to assist with the management of inheritance tax. This will give you peace of mind and help you ensure that everything is compliant with HMRC. Often, this forms part of our probate services, dealing with the legal work alongside the tax.

Our services cover:

  1. Dealing with inheritance tax after death
  2. Providing planning services for individuals looking to minimise their liability
  3. Advising on Business Property Relief
  4. Dealing with HMRC enquiries in relation to inheritance tax

It is never too early to start thinking about inheritance tax and with appropriate planning, savings can often be made.  Contact us for more information on our inheritance tax planning services.

Have a query around inheritance tax?

Get in touch with us, and a member of the Wisteria team would be happy to get in touch

nick tagg

Meet the expert

Nick’s first role in tax was over 15 years ago with the Inland Revenue. Nick qualified at a top 10 firm, Smith & Wiliamson, having spent his time there advising business leaders on complex tax planning projects as well as more routine compliance. As well as having a broad tax background, Nick has also been heavily involved with the firms Company Secretarial and Business Support Services.

Meet Nick

Why choose us

While working on your tax affairs, we seek out opportunities. We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings. By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide. We want to give you peace of mind that you are in safe hands, your tax return is dealt with in good time, and each opportunity is identified and implemented.

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    Preparation of Self Assessment tax returns

    A self assessment tax return is the method by which taxpayers report their income and capital gains to HM Revenue and Customs. Wisteria’s team of qualified specialists can confirm whether it is necessary for you to complete a return and Wisteria provides an efficient and professional tax return completion service.

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    Income Tax and National Insurance Contributions (NIC) advice

    If your tax affairs are more complicated, you will need to register for self-assessment and submit a tax return. If you would like help getting set up to submit Self Assessment tax returns or if you require more information about our tax services for individuals, contact us today.

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    Inheritance tax planning and reviews

    Tax planning is completed either when you have decided what you want to achieve in the most tax efficient way, or where you wish to simply review your affairs. Wisteria’s tax specialists will review your position and advise on the most tax efficient way to structure your affairs generally or advice on any particular transaction.

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    Working with financial advisers to ensure you have an optimal tax and investment strategy

    It is important to work with an accountant who you can get on with and feel you can trust. When selecting an accountant, there are many factors to take into account and many possible options available to you. Wisteria’s financial advisers can provide you with valuable advice on how to maximise your money.