01732 742089


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Inheritance Tax Solutions

Home Taxation Services Inheritance Tax Solutions

Inheritance Tax Planning can reduce the amount of tax you need to pay on the estate of a deceased person. Advanced planning gives you time to consider your choices and take advantage of opportunities to minimise tax. Speak to us for advice in this complex area.


Your inheritance tax

Inheritance tax can have a sizeable impact on loved ones and beneficiaries of your estate.

We can help you incorporate Inheritance Tax into your overall financial strategy and guide you through this unquestionably complex area.

We will focus on constructive and proactive ways of minimising or even mitigating the effects of Inheritance Tax. Do not leave passing your inheritance to chance. Have it targeted to those that you wish to receive it in your will, but in a tax-efficient manner, while ensuring you retain sufficient funds to enjoy your life.


Why choose Samuels?

We know how important your future is. Let us help you retain more of your estate for your loved ones.

  • Incorporated Strategy

    Consider IHT as part of your overall financial strategy

  • Minimise Tax

    Constructive and innovative ways of reducing tax

  • Proactive Advice

    Tailored and constructive solutions

  • Long-term Planning

    Considered advice and assistance in achieving your goals

  • Quality Service

    Dedicated professionals with a commitment to excellence

  • Telephone Support

    Advice available at any time


Our approach to your inheritance tax planning

People often unknowingly find themselves encompassed within the Inheritance Tax bracket. Unfortunately, this can have a significant impact on the beneficiaries of an estate as proceeds outside the nil-rate band, which is exempt from any taxation, are taxed at substantial rates.

Our services which could help you include:

  • Personal Financial Planning
  • Investments & Wealth Management
  • Retirement Planning
  • Planning for Long Term Care
  • Will Advisory Services
  • Use of Trusts

Other services that may be useful

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Estate Protection

Inheritance Tax (IHT) has been said to be almost a 'voluntary tax' and is often the largest tax bill at the most unfortu..

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Investment Management

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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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