Monday to Thursday 09:00 - 17:00Friday 09:00 - 15:30Saturday to Sunday Closed
Business profile
Estate Planning & Inheritance Tax Specialists for Accountants
We provide fully managed inheritance tax planning for your clients with estates of £2.5 million and above. Partner with us to deliver a clear, step-by-step process that helps reduce inheritance tax exposure using compliant, low-risk solutions, while you remain firmly at the centre of the client relationship. Our role is to support you with the technical planning and implementation so you can offer confident, robust inheritance tax strategies without adding complexity to your practice.
How do you work with accountancy firms without diluting our client relationship?
You remain the client's lead adviser. We act as your specialist back-office, white-label or co-branded, providing analysis, documents, and implementation under your instruction, with full PI cover and agreed scopes.
Does excess company cash threaten BPR, and what can we do?
Yes, potentially. We evidence trading purpose, adjust treasury policies, or segregate non-trading assets to protect relief.
Do clients need both LPAs (Property & Financial; Health & Welfare)?
Yes. LPAs avoid dutyship delays and ensure continuity for business and personal decision-making if capacity is lost.
How do pensions fit into estate planning?
Many defined contribution pensions sitoutside the estate for IHT and allow beneficiary drawdown, nominations and withdrawal sequencing are key.
