Inheritance Tax

Inheritance tax is voluntary

Making the right plans to take care of what happens financially after your death is not a topic many people look forward to, but is an essential step if you are serious about protecting your wealth. Otherwise, inheritance tax (IHT) will be levied at a hefty 40 per cent on the total value of your estate above £325,000 – so forward planning is essential if you want peace of mind.

Our estate and inheritance tax planning specialists work with you to identify ways to minimise your inheritance tax liabilities. We will review your estate, including personal and business assets, and prepare a tax-efficient will – a cornerstone of estate planning.

We’ll look at tax-minimisation opportunities, including trusts, and help you make best use of the gifts and exemptions allowed under IHT rules, including lifetime gifts, annual gifts, gifts to charities and agricultural and business property relief. We will look at your estate from all angles so that, for example, a gift that saves inheritance tax does not create a capital gains tax liability.

WHAT OUR CLIENTS SAY

"I had not been happy with the service of my previous accountants for a while but I had always been concerned that switching may be inconvenient.
However, I had no cause for worry because the Zak Partnership and I built up a professional understanding extremely quickly, and this was despite
the fact that my business activity was a new experience for the Zak Partnership."
Mat Dawson, Director Stoneygate Clinical & Research Limited

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