Estate and inheritance tax planning

Death may be a subject we prefer not to think about too much, but seeking expert advice now will help you to make sure you are protecting your assets for your family in the future.

We will work with you to identify ways to minimise your inheritance tax liabilities, reviewing your estate, including your personal and business assets, and your will, to ensure that it is as tax-efficient as possible.

We’ll also look at tax minimisation opportunities, including trusts, and advise you on ways to make best use of the gifts and exemptions allowed under the inheritance tax regime, including lifetime and annual gifts.

We can also advise on life insurance policies written in trust, which removes the proceeds of the policy from future inheritance tax liability.

We will also manage your planning to give you financial security during your lifetime and make arrangements that take into consideration the possible need for long-term care in the future.


For more information about how WBV Chartered Accountants can help you, please contact us.