Inheritance tax planning

Early planning is crucial when making arrangements for the future of your estate upon your death.

Early planning is crucial when making arrangements for the future of your estate upon your death. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

As Chartered Tax Advisers we provide a discreet estate planning service that includes:

  • Wealth management
  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities.

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

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© 2018 Hodge Bakshi Chartered Accountants & Chartered Tax Advisers. All rights reserved.


Hodge Bakshi Chartered Accountants & Chartered Tax Advisers / Hodge Bakshi are trading names of Hodge Bakshi Limited. Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business by the Institute of Chartered Accountants in England and Wales. Registered with The Chartered Institute of Taxation as a firm of Chartered Tax Advisers.

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