Arthur Cromwell & Foster Ltd Tax Accountants

Inheritance Tax Planning Southport & West UK


Inheritance Tax Planning

Ask us about “...proactivity solves the seven-year itch!”

Inheritance Tax (IHT) is often referred to as the "avoidable tax" and, with careful Inheritance Tax Planning it can often be. There are several reliefs and exemptions but long-term planning is the key to success.

This is where we can help you by giving informed inheritance tax advice. IHT now affects many of us who do not regard ourselves as particularly wealthy. There are a number of strategies that can help to reduce an eventual IHT bill including tax efficient Wills, use of exemptions for business assets, lifetime gifts, transfer of assets, trusts, and even something as relatively straightforward as assignment of life policies.

Please contact us if you are requiring assistance in this area.