Wealth Management Services

Inheritance Tax Planning

With the huge increase in property values, this is an area that could give rise to unexpected liabilities for the unwary.  We can provide expert planning advice on the mitigation of potential inheritance tax liabilities.

We aim to produce an effective plan which both meets your requirements and tax savings.

The matters which will be considered in planning effective inheritance tax savings are:

  • The use of trusts where appropriate
  • Examination of private limited company share structures to ascertain the advantages of any share reorganisation
  • Planning in respect of the family home
  • Ensuring the wills are tax efficient
  • Consideration of lifetime gifts
  • Ensuring that all pitfalls are avoided e.g. Gift with Reservation of benefits.

If you wish to know more about our inheritance tax planning service, or would like to arrange a free initial meeting in order to discuss how we can help you in more detail, please contact Baines Jewitt Chartered Accountants.

 

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Baines Jewitt Chartered Accountants, Barrington House, 41-45 Yarm Lane, Stockton on Tees, TS18 3EA.
Tel: 01642 632032 - Fax: 01642 632033/ 632034 Teesside & North East Chartered Accountants