Inheritance tax planning
Providing Inheritance tax planning services in Rotherham since 1967
Inheritance tax planning
Inheritance Tax is a tax on the estate (the property, money, and possessions) of someone who has died.
Tax thresholds, reliefs and exemptions can change, so it is important to seek professional advice as soon as possible to ensure the protection of your family’s future wealth and security.
Our inheritance tax planning service will review your current situation and provide you with trusted advice to protect your assets along with the future protection of your family and your estate.
Lifetime planning
We will look at the changes in relief and where appropriate, advise you on the best course of action to gain any benefits available to you.