Inheritance Tax

Expert Guidance for Navigating the Evolving Landscape of Inheritance Tax Planning

The October 2024 budget radically altered the way effective inheritance tax planning is executed where pensions, AIM portfolios and business property are concerned. The fundamental principles are, nevertheless, untouched.

Read my book, ‘The Absolute Essence of Inheritance Tax Planning’ now available in Kindle and paperback formats from Amazon (see Steve’s Books). It will clarify the real issues you face and will decisively transform your perspective on inheritance tax planning if you read it with an open mind! An afternoons entertaining read for the price of a modest breakfast which also represents an excellent investment for your family.

If your needs extend beyond generic general practitioner advice, then consider my focussed capital taxes consulting services (see opposite) which include:

Specialist Post Budget Business Planning Reviews where businesses are now exposed to IHT and succession issues.
Specialist Inheritance Tax Reports forming the essential foundation for all detailed long-term planning.
Specialist Trust Review’s where clarity and direction are needed for an existing trust’s compliance obligations and/or future planning.