Julia Barnard

Julia Barnard


Inheritance Tax Planning

Inheritance Tax (IHT) is no longer a tax on the very wealthy. 

Rising house prices and the decision to freeze the nil rate band means more and more people fall within the IHT net.

IHT can hit families hard therefore it is advisable to plan well in advance in order to minimise any tax bill.

We are experienced in designing appropriate IHT planning solutions that are best placed to deal with your family’s needs.

This may involve outright gifts, the creation of trusts, or perhaps a new Will.  Alternatively, it might mean that you need to consider changes to your investment strategies to make them more IHT efficient.

Our tax specialists work closely with our in-house financial advisers so that we can offer all types of solutions to meet your circumstances.  We can also work closely with your solicitor to ensure that an appropriate Will is in place.