Home » Our Services » Taxation » Inheritance Tax Planning

Inheritance Tax Planning

With the huge increase in property values, this is an area that could give rise to unexpected liabilities for the unwary. We can provide expert planning advice on the mitigation of potential inheritance tax liabilities and aim to produce an effective plan that both meets your requirements and tax savings.

The matters which will be considered in planning effective inheritance tax savings are:

• The use of trusts where appropriate
• Examination of private limited company share structures to ascertain the advantages of any share reorganisation
• Planning in respect of the family home
• Ensuring that wills are tax-efficient
• Consideration of lifetime gifts
• Ensuring that all pitfalls are avoided e.g. gift with reservation of benefits.

"Fawcetts provide my company with an extremely professional service, their attention to detail gives us great confidence in analysing all aspects of our business performance."

- J Foot

"Fawcetts capabilities are way beyond “doing the accounts” and would a great asset to a any growing company needing a steady pair of hands with creative thinking."

- R Sutherland

"James has been a huge help to me as I look to incorporate Creativemint, talking me through all the options, offering advice and helping me to feel relaxed and happy about the transition and services I will need."

- M Murray

"Through personal experience i have experienced that the size and scale of a business is immaterial to Fawcetts - the commitment is always the same and they really make you feel as though you and your business matters."

- L Whiting

"We have found Nick to have an exceptional ability to grasp the issues we have as a law firm operating internationally. He helped us to manage our set-up and has guided us as we grow, and is considered to be one of our most trusted advisors."

- A Leppard

"I chose Fawcetts due to their excellent reputation. Whilst there are a number miles between my work base and my accountant; distance has never been as issue as they are always very responsive."

- J Bennett

"James has always gone beyond the traditional approach of just accounting for what we have already done and continues to help us develop our company in testing times."

- S Rawlins

"Fawcetts take a very professional approach via every point of contact. The management team would not hesitate to recommend the services of the Fawcetts team to any business regardless of size and industry"

- G Blamire