Inheritance Tax Planning

Advising landowners and farming families on qualification, ownership structures and succession.

Reviewing ownership and activity to maximise available relief and address risks before a transfer or death.

Planning the transfer of shares while balancing tax, control, governance and the needs of the next generation.

Assessing current exposure, available reliefs and how family, business and property assets are structured.

Advising on outright gifts, exemptions, potentially exempt transfers and the implications of retaining benefit or control.

Updating arrangements as asset values, family circumstances and legislation change.

Supporting executors and beneficiaries with calculations, claims, elections and Inheritance Tax reporting.

Using appropriate trust structures to protect assets, provide flexibility and support succession objectives.

Our Partners take the time to understand what matters to each client and remain closely involved as work progresses. Their experience brings perspective, sound judgment and a clear sense of what may be needed next as we grow together. This continuity creates trusted relationships, keeps advice grounded in the wider context and gives clients direct access to the people responsible for guiding their most important decisions.

A relationship with us can develop as your ambitions, circumstances and priorities change, grow and evolve over the years. We bring together the right combination of legal and professional expertise from across the business, without losing the relationships and understanding already established. From our full spectrum of services for individuals and businesses alike through to our specialist services in chartered town planning, patent and trademark attorneys, tax, competition and regulatory with sector specialists across the board, you can draw on the broadest of capability while continuing to work with advisers who know what matters to you.

We believe clients shouldn't have to choose between accessibility and expertise. Our advisers are based in the communities where you live and work, providing the personal relationships and local understanding that come from being close at hand. Backed by a connected national business, you also get access to a wide range of specialist expertise.