Inheritance Tax Planning
Expert guidance to protect your wealth and secure your family’s future.
Reduce your Inheritance Tax liability with tailored strategies and pass on more of your assets to your loved ones.
Why Inheritance Tax Planning Matters
Without a clear plan, a large portion of your estate could go to the taxman rather than your loved ones.
In the UK, the Inheritance Tax (IHT) threshold is £325,000. The standard rate of 40% applies to anything over that amount, meaning the more your estate is worth, the higher your tax bill.
Inheritance Tax rules can quickly become confusing, especially if you have international ties or assets scattered across borders. As an expat, you may be subject to another country’s IHT laws depending on your status.
Our estate planning specialists put you back in control and help you navigate complex IHT rules. Our role is to help secure your legacy and pass on your estate as you intended. We help you:
- Understand how IHT might affect your estate
- Manage tax efficiently
- Explore strategies, products, and exemptions to help reduce estate taxes
- Structure international assets in a tax-efficient manner
SoftwareApplication To see how much your IHT bill might be, use our Inheritance Tax calculator.
Why Choose Holborn as Your Inheritance Tax Specialist
Working with an inheritance tax specialist can help you structure your assets correctly to reduce estate taxes. Here’s why people choose our inheritance planning services:
Specialist Expertise
Our team of inheritance tax experts is experienced in helping people with assets in more than one country. We create plans to help international clients lower their Inheritance Tax bill by organising their assets in the best way and using available tax breaks.
Tailored Strategies
We take time to understand your goals and needs. Every inheritance planning strategy we create is tailored to you, not a generic solution.
Trusted and Transparent
We prioritise your interests, offering transparent advice and straightforward fees. Expect open communication and solutions tailored to your goals.
Features and Benefits of Our Service
What We Offer
- Complete inheritance tax review
- Estate structuring
- Scenario planning and forecasting
- Tax-efficient asset allocation
- Reviews and updates
How It Helps You
- Clearly understand your exposure, reliefs, and allowances
- Use trusts, gifting, and other strategies to minimise IHT liability and pass on more of your estate.
- Prepare for different life events and market changes
- Structure your investments and other assets to reduce inheritance tax
- Update your estate plan to reflect life changes
How Inheritance Tax Planning Works
Inheritance Tax planning doesn’t have to be overwhelming. Holborn simplifies the process, making tax-saving clear and stress-free. Here’s what you can expect from our inheritance planning service:
Initial consultation
Meet with an Inheritance Tax specialist to discuss your situation, goals, and how we can best help you.
Analysis
We collect information about what you own, what you owe, your will, any trusts, and any businesses you have, then look at how much Inheritance Tax you might have to pay.
Strategy
We create a personalised strategy for you, outlining the steps to take and the best ways to reduce your taxes.
Implementation
Our team helps you carry out the plan. This can include setting up trusts, changing how your property is owned, and handling legal paperwork.
Ongoing support
We provide ongoing support and reviews to ensure your estate plan continues to support your goals, any big changes in your life, and changes to tax rules.
Secure Your Legacy
With expert Inheritance Tax planning, you can reduce your future tax burden and gain peace of mind knowing your loved ones are taken care of financially.
Inheritance Tax Planning FAQs
Inheritance Tax planning helps you manage your assets so you can pass on more of your wealth. It involves organising your estate to reduce the amount of Inheritance Tax owed, using different strategies.
An Inheritance Tax specialist understands tax laws and can use allowances, exemptions, and reliefs to help lower your Inheritance Tax bill.
Yes. Trusts and giving gifts during your lifetime are both useful ways to reduce Inheritance Tax, but there are rules to follow. Our specialists can guide you through your options and make sure you stay within the rules.
Usually, assets placed in a trust are no longer counted as part of your estate, so they are not included in your Inheritance Tax bill. However, different trusts have different rules for tax purposes.
If you live outside the UK, you only pay Inheritance Tax on your UK assets. Tax rules vary by country, and sometimes you may owe tax in both the UK and your country of residence. In some cases, your executor can reclaim tax through a double-tax treaty.
Get started with Inheritance Tax planning—contact our advisers at any of our global locations today. For full details of our office locations and contact information, please visit the link below.
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