Inheritance tax & succession planning

Inheritance tax & succession planning

An effective inheritance tax plan can ensure that your assets are transferred according to your wishes in the most tax-efficient manner.

With some careful planning and good advice, very significant reductions can be achieved in inheritance tax. It is vital however to plan in good time in order to achieve the maximum reduction in tax. We can ensure that you follow the most cost-efficient route in planning a tax strategy as well as working closely with you to ensure that all your requirements and objectives are achieved.

Our advice takes into account both family and business structures, to ensure that all available exemptions and allowances are utilised. We will also explore a variety of options including efficient wills, gifts, trusts, and life assurance and investment plans, to reduce your future tax liability and maintain your family wealth.

Our services include:


  • Meeting and liaising with you to obtain an understanding of your personal circumstances, including your concerns and whom you would like to inherit your estate on your death.
  • Producing a written report detailing setting out your vision and the most appropriate strategy to enable you to achieve your financial goals.
  • Advising on the use of trusts and other structures, and the designing of your will to ensure that your long-term wishes for succession are dealt with appropriately
  • Regularly reviewing your succession plan to keep up with rule changes and ensure you and the trust get the maximum benefit from any relevant reliefs.
  • We can act as professional trustees and executors, reducing the burden for your family and any risk of conflicts of interest, and ensuring the trust or estate is managed according to your wishes.


    If you would like to take advantage of our free consultation, which is available to all TC clients, please email or call our Private Client Team on 0330 088 7111.

Free no-obligation consultation

If you’re thinking of changing accountants, contact a member of the TC team today to arrange a free consultation with one of our experienced team.