Expert Inheritance Tax (IHT) planning can have a significant impact on the next generation of your family, protecting your assets and making considerable savings.
Our IHT planning team at David Owen is experienced in navigating inheritance tax rules and regulations. We can assist you with diligent, long-term planning, offering professional guidance that can help to minimise, or in some cases, eradicate the tax burden on your estate.
Individuals with net estates of more than £325,000 in value may be affected by IHT when you die. IHT is the tax paid on assets by an estate’s executors before any distributions are made to a will’s beneficiaries.
IHT has the potential to subtract a sizeable portion of the inheritance you leave to loved ones, even after all applicable allowances are factored in. As a result, it is a matter of great concern for many families.
At David Owen, we have a team of skilled inheritance tax advisers with in-depth knowledge of IHT. We will take the time to understand your current position, including wills, assets, business interests, trust deeds, and death-in-service benefits, tailoring our advice to suit you and help preserve your estate. We regularly work with clients in Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford and in other parts of Wiltshire and beyond.
The best IHT planning solution varies from family to family. Once we understand your circumstances, we can create a structure that will mitigate your estate’s exposure to inheritance tax.
Efficient IHT planning could call for the transfer of assets from your estate into a trust, or directly to the beneficiaries themselves. It could also involve the use of any available exemptions and reliefs, including life assurance policies and lifetime gifts.
The comprehensive IHT planning service we provide combines long-term strategy with expert advice, identifying all possible saving opportunities to protect your legacy.
David Owen is a well-established accountancy firm with offices in Devizes and Marlborough. To find out how we can help you, please get in touch.Contact →
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