Everyone’s favourite tax. Inheritance tax on an estate generally at 40%, which has been accumulated by a loved one through taxed income during their lifetime. Thank you HMRC.
Fortunately there are lots of different inheritance tax relief and exemptions, especially for family members. There are also other reliefs available for estates existing of mainly property and where dontations are gifted to charities.
We understand that discussing inheritance can be hard as you may have lost a loved one or you are forward planning and finding it difficult to talk about with family members.
Where some family members may want to discuss inheritance tax but not everyone, we are able to provide generic or tailored advice in the form of a leaflet to be read in their own time when they are ready.
Convenience and care are our core strengths. By focusing our services around these principles we have developed long lasting relationships with our clients. See below for how.
We want our clients to have choice and so we use all the major accounting packages to help them work with the best solution for their business.
We want our clients to be stress free, so we meet at their premises, respond promptly to queries and accept calls out of normal working hours.
We want our clients to receive a technical service, so all our work is signed off by either a qualified accountant, chartered tax adviser or tax specialist.
Most importantly, we take interest in our clients as we love what we do. We encourage regular and open discussions to avoid focusing on standard compliance and spend more time discussing development of their businesses.
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