Our experience of inheritance planning

  • Following successful negotiations with HMRC to obtain agricultural property relief for inheritance tax (IHT), dealing with substantial restructuring of family trusts to ensure relief is available in the future.
  • Advising and supervising the rearrangement of an offshore settlement with a value of approximately £1.5 million.
  • Advising the owner of a highly successful fund management business on how to make a tax saving but at the same time retaining control by putting shares into a trust and taking advantage of business property relief for inheritance tax on the transfer.
  • Advising wealthy clients on how to help their children with the purchase of their first flat using a trust while retaining control and not taking away the incentive for the children to make their own way in life.