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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.

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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.

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.

ntagg@wisteria.co.uk

Learn more about Nick

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

What makes Wisteria different?

Specialist tax and business advisers like no other

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    We seek out opportunities

    While working on your tax affairs, we seek out opportunities for you to further develop. We’re with you every step of the way.

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    We aim to keep you in the loop

    We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings.

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    You're in safe hands

    We give you peace of mind, your tax return is dealt with in good time, and each opportunity is identified and implemented.

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    Long term relationship

    By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide.