Inheritance Tax Planning

Being subject to inheritance tax can leave your loved ones financially overburdened, which only brings unnecessary stress during the bereavement process. But by enlisting the services of a professional chartered accountant, you can alleviate this burden, simply by preparing for the future.

Our inheritance tax planning services are tailored around our clients. By working closely with you, we can make sure that any assets you wish to leave behind to your family are properly accounted for. We will also advise on specific things you can do to minimise the inheritance tax bill — this might include using trust funds, for instance.

Inheritance tax only comes into play for estates valued over £325,000, so it’s vital that you begin planning in advance to ensure that you and your family know what to expect in the future.

Inheritance tax planning is a prudent consideration — one which many people unfortunately overlook. To help make things easier for your loved ones after your passing, contact the team at Orchard Accountants today. We’re here to help clients across Surrey, Kent, Aylesford and the Medway Towns, including Gillingham and Rochester.

Get in touch for a FREE no obligation consultation on our accountancy services by calling our friendly team on 01634 570 390 or contact us online