Inheritance Tax Planning

David Owen & Co Inheritance Tax Planning Team is knowledgeable and experienced in the use of inheritance tax planning, enabling you to minimise the tax burden for the next generation. The way this is achieved will vary from one family to another, depending upon business interests and other assets owned.

We understand that you don’t want family to pay 40% tax on any assets above the current inheritance tax threshold.

By taking the time to understand your current position, including wills, trust deeds, death in service benefit and lasting powers of attorney, we can help you to minimise your inheritance tax.

Our inheritance tax planning services include:

  • Passing on assets to friends and family members
  • Making lifetime gifts to a partner
  • Claiming business and agricultural property reliefs
  • Transferring assets into trust
  • Taking out life insurance cover
  • Restructuring business ownership
  • Making charitable donations
  • Reorganising family finances to reduce taxes

We specialise in
  • Agriculture

    Farming and rural businesses continue to face a variety of challenges in what is a rapidly changing industry. Our specialist team of agricultural accountancy experts deliver trusted support to increase your profitability and minimise your tax liabilities.

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  • Charities

    With a wealth of charity clients, our specialist team of charity accountants is fully up-to-date with changes in accounting, tax and other legislation which affects charitable organisations, ensuring operational effectiveness and a positive impact on your beneficiaries.

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  • Legal

    With increasing amounts of rules, regulations and legislation, our specialist team provide tailored and added value accountancy services to the legal services sector, to help you maximise tax savings, promote growth and remain compliant.

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  • Academies

    With increasing numbers of schools converting to academies, our specialist knowledge and experience ensure that academies can confidently meet their new challenges and regulatory responsibilities, and are encouraged to grow and develop in an efficient way.

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Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales