Inheritance tax planning

Inheritance tax (IHT) is currently levied at 40% on estates worth more than the IHT threshold, which is £325,000 in the 2013/14 tax year. Your estate includes but is not limited to: 

  • money in a bank, building society or savings account
  • houses and land
  • businesses or business assets
  • investments such as stocks and shares
  • personal possessions 

If your estate is worth in excess of the IHT threshold, careful planning can help to minimise its liability to tax. Our advisers can help, whatever the size of your estate.

How we work

Our advisers will begin by calculating the amount of your estate that is liable for inheritance tax. Working closely with your accountant, we will plan to minimise this where possible through the use of reliefs and allowances, trusts, insurance policies and investment products.

Speak to an adviser

Call us or email us at or complete our contact form.

About us

taylorcocks financial services llp is an appointed representative of tpc financial management limited, which is authorised and regulated by the Financial Conduct Authority.