Inheritance Tax, Trust and Estate Planning Accountants

Many families find discussing inheritance tax uncomfortable. However, avoiding this subject can result in HMRC becoming entitled to up to 40% of your estate above the £325,000 threshold. Acting now can make sure this does not happen.

Our experienced personal tax specialists can work with you to provide innovative solutions to protect your assets and ensure that the people you want to inherit your wealth are the ones who do so.

Setting up a trust

Trusts are just one option to consider when considering your estate planning.  Many people think trusts are complicated strategies for the super wealthy, but in fact they can be very effective in planning estates involving moderate levels of wealth. They can play a role in protecting your wealth for your loved ones should your surviving spouse remarry or in the event of marital disputes.

There are many choices available when it comes to trusts and Charnwood Accountants can help you decide on the best option based on your circumstances and needs. Once a trust has been set up, we also have the expertise to assist you with ongoing annual administrative matters.

Estate tax matters

After a loved one has passed away, executors may be required to apply for probate.  Part of this process often requires the completion of an inheritance tax return and possibly self-assessment returns for the estate until all assets have been distributed to beneficiaries.  This can be a complex and lengthy process, but we can deal with these matters for you to make it as stress free as possible.

Our inheritance tax planning service:

Charnwood Accountants offer a range of services around inheritance tax, trusts and estates including:

  • Inheritance tax planning
  • Advising on your trust options
  • Annual administration of trusts
  • Inheritance tax returns
  • Self-assessment Returns
  • Trust 10-year anniversary charges

Talk to us about inheritance tax matters

We appreciate the sensitive nature of your inheritance tax affairs and our experienced team offer a friendly and personal approach. Speak to us today; our specialist advisors are ready to assist you. 

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