Tel: 0800 014 80 31

Inheritance Tax

Currently a single person's estate attracts no Inheritance tax on death if the assets are below or up to £325,000. Known as the Nil Rate Band. For a couple who leave everything to each other on first death there is a transferable Nil Rate Band which means that there is no inheritance tax to pay on first death and there will be an allowance of £650,000 on second death.

Everything above these figures is taxed at 40% and the estate cannot be distributed to the beneficiaries until this is paid. This can be a smaller percentage if money has been left to charity.

Inheritance Tax Mitigation

We offer an Inheritance tax mitigation service and can often reduce the inheritance tax liability on an estate or even remove it altogether.
There are many ways to do this and we would be pleased to give you a FREE CONSULTATION to discuss your individual case.

Some of the tools we use are:
  • Lifetime gifts
  • Trusts in Wills
  • Discretionary Trusts
  • Discounted Gift Trusts
  • Revisionary Interest Trusts
  • Loan Trusts
  • Business Property Relief (possible even if you don't have a business)
  • Investment in Alternative Investment market
  • Freezer Share Schemes. Shares into trust
We work with other specialist professionals to bring you this service.

Business Hours

Our office is open for calls and visitors at the following times.

Monday-Friday: 9am to 5pm
Weekend: Closed


Interested or Questions?

Visit Our Office


New Creaven House
Ashleigh Way
Sandy Court Langage Business Campus
Devon PL7 5JX

Exeter office:
South West Business Centre
Queensgate House
48 Queen Street.
Exeter. EX4 3SR

Bristol office:
Regus Castlemead Business Centre
Lower Castle Street
Bristol. BS1 3AG

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