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Estate Protection & Inheritance Tax Planning

Home Financial Services Estate Protection & Inheritance Tax Planning

Inheritance Tax (IHT) has been said to be almost a 'voluntary tax' and is often the largest tax bill at the most unfortunate moment. But with careful planning and appropriate advice, inheritance tax can be mitigated throughout life so its effects are minimised. Effective planning is paramount and that's what we do.


Your family assets in the long-term

The protection of your family assets, particularly your family home, for future generations, is often of prime importance. There are so many things to consider, including Wills, Powers of Attorney, Inheritance Tax (IHT) and Trusts, as well as business planning.

The preservation of wealth and transferring it to future generations is an important aspect of wealth management. Regardless of the accumulated value of your assets, it is important to plan successfully for how your Estate will be distributed on your demise, by which time it may be too late.

Why choose Samuels?

We have many years experience in helping clients preserve the value of their estates

  • Protect your Assets

    Strategies to safeguard your assets regardless of their value

  • Preservation of wealth

    Protect family assets for future generations

  • Wealth Management

    A holistic approach to financial wellbeing

  • Minimise Tax

    Pre-empt unnecessary and avoidable tax liabilities

  • Estate Distribution

    Transfer your assets to people you care about

  • Avoid Disputes

    Assess strategies in advance to avoid painful family disputes


We help you plan ahead

We recognise the importance of protecting family assets and assisting you in developing an effective IHT planning strategy.

We help to take the stress out of Estate planning, pre-empting unnecessary and avoidable tax liabilities by avoiding painful family disputes, by assessing suitable strategies well in advance of when they are needed. We can help to arrange for your assets to be gifted/transferred to people you care about, minimising the impact of taxes on your Estate.

We want those who you care about most to be taken care of. The use of Wills, Trusts and effective Estate planning can also help to minimise the IHT bill and ensure that assets are transferred in an orderly manner and to those you want to benefit, provided sufficient assets are retained for your own needs.

If there is a dispute we can provide mediation services to save expensive lawyer costs of arguing over wealth too.


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Whether you are an established business or a new start-up looking for help to get your new venture off the ground, we think you’ll find our tailored approach refreshingly different to most other accountants.

Need advice? Speak to one of our team:
Contact Samuels 01732 742089

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