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Inheritance tax planning

“In this world nothing can be said to be certain, except death and taxes” – Benjamin Franklin

Franklin’s quote unfortunately rings true and the actual event of death itself can cause taxes and financial burdens to arise which, in many cases, could have been avoided.

Few taxes are as emotive or as controversial as inheritance tax.  The protection of family wealth and effective inheritance tax planning should be considered by all of us but it is often overlooked as none of us want to consider our own mortality.

Sometimes simple steps will suffice but in the case of larger or more complex estates inheritance tax planning can shelter specific assets (for example by the use of trusts).

You may be a wealthy individual, a family run business, or a shareholder in an SME. Whoever you are, you should consider long term tax planning, as well as short term.

Brebners tax department has extensive experience in this area and will not only know how to help you but can introduce you to other professionals, such as lawyers, who can assist in inheritance tax planning.

For more information and to arrange an initial consultation please contact:

Related Experts

Jane Greenwood
Tax Partner
Tom E J Smith
Tax Consultant
Simon Cooper
Tax Manager
Valery Montagnon-Jones
Personal Tax Manager