- Award-Winning Chartered Accountants & Chartered Tax Advisers
- 20+ Years Of Experience
Simple, expert guidance to reduce inheritance tax and protect your loved ones
Living in the UK or keeping British ties can bring your entire global estate into the 40% Inheritance Tax (IHT) tax net. Whether it’s a family home overseas or a diverse investment portfolio, the rules are no longer based on where you intend to live, but on a count up of your years in the UK.
A tax adviser will provide a clear-eyed assessment of your IHT exposure. They’ll explain how the new rules affect your specific assets and work with you to structure a plan that reduces your tax bill.
Some of the more effective ways to reduce IHT are often completely overlooked. You need an expat tax adviser to look at the whole story of your assets and show you how to use exemptions.
For example, they might suggest charitable giving or the ‘seven-year rule’ to your advantage – it all depends on your unique tax situation.
The best time to protect your legacy is before you think you need to. A Chartered Tax Adviser will help reduce your future tax bill through smart, legal structuring while keeping your finances flexible for whatever comes next. You get a clear, tax-efficient roadmap that keeps your goals front and center.
Thoughtful planning can significantly reduce the Inheritance Tax (IHT) payable by your estate before your assets are distributed to your beneficiaries.
With the right support – from identifying reliefs to managing cross-border complexities – your estate can pass to the next generation more efficiently and with fewer complications.
Your dedicated expat tax adviser remains on hand as your circumstances change. Because they already understand your financial history, they can proactively adjust your plan to make sure your estate stays protected and your tax position is optimised
When you book a consultation, £100 of the consultation fee is credited towards any future work with your UK Chartered Tax Adviser, including the preparation of UK tax returns.
Your matched specialist can prepare and submit your Inheritance Tax return, including forms such as the IHT400, making sure everything is completed accurately and filed on time.
Usually, it’s charged at 40% on the value of your estate above the available tax-free threshold. With the right inheritance tax planning, many people can legally reduce or even avoid a large part of this bill.
There are many legitimate ways to reduce inheritance tax, including allowances, exemptions, gifting strategies, reliefs, and estate structuring. The trick to the best savings is to put the right plan in place as soon as you can.
This relates to gifts made during your lifetime. If you live for seven years after making a gift, it usually falls outside your estate for IHT purposes. The rules can be complex, so advice is important.
Yes, you do! A structured will is a necessary part of estate planning and helps make sure your assets are passed on in the most tax-efficient way.
If you don’t yet have a suitable will in place, we can also put you in touch with a trusted UK solicitor who specialises in wills and probate to support the legal side of your planning.
It’s best to review your plan after major life changes like moving to another country, buying property, marriage, divorce, or changes in tax law.
Inheritance tax planning fees are based on your individual circumstances, as every situation is different. You’ll receive clear confirmation of costs upfront based on your estate and the level of complexity involved.
When you book an initial consultation, £100 of the consultation fee is credited towards any future work with your UK Chartered Tax Adviser, including the preparation of UK tax returns where applicable.
Let us know a few details about your estate and we’ll help you understand what to do next.
Enjoy a relaxed one-on-one with a specialist who can explain how to reduce IHT and protect your assets in a clear way.
When you book a consultation, £100 of the consultation fee is credited towards any future work with your UK Chartered Tax Adviser, including the preparation of UK tax returns.
