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Inheritance & Trust Tax

Tailored wealth succession can be complicated to get right, yet the sums of money involved can be significant. Ensuring that all obligations to the tax man are met, while retaining as much of the inherited wealth as possible is a fine balance to achieve. IBISS & CO can help smooth things out in several ways.

  • IHT and family wealth succession advice for estates close to the nil rate band or many, many times larger
  • Advice on quick succession relief, post-mortem relief
  • Advice on transfer of gifts with reservations and pre-owned assets
  • Techniques to mitigate against future IHT demands without compromising existing quality of life or financial security
  • Advice and guidance for family businesses and partnerships on business property relief and agriculture property reliefs
  • Tax planning implications for Wills and financial provision for children
  • IHT calculations and predictions
  • Investment portfolios and trust funds advice
  • Capital gains tax advice on disposal of trusts assets
  • Trusts accounts and tax returns
  • Advice for executors in calculating IHT liability during administration periods

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Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.

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