Managing your inheritance means passing wealth to your heirs while minimising your tax liability. Here are answers to some common questions.

How can we help?

  • How can I make sure my wealth is passed on to my heirs?

    First and foremost, you should make a will, if you haven’t already. If you have savings, or if your house has a certain value, you may have to pay Inheritance Tax.

  • How can I reduce my Inheritance Tax bill?

    There are several ways to reduce your Inheritance Tax burden without necessarily giving away your capital. One way is to make sure you are using all the exemptions available to you. There are also ways to give away your excess income without it being liable to Inheritance Tax. We can advise you on all these methods.

  • I’m benefiting from an inheritance - is there a way to pass it to someone?

    Yes, you can use a Deed of Variation to divert the money to your children, or anyone else. We can help you achieve this.

  • I inherited a property, but I’d like to sell it. What are the financial implications?

    If the property has increased in value, you will have to pay Capital Gains Tax on the gain. However, there are ways to reduce the amount you pay. Our tax experts can help.