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Inheritance Tax & Trusts

Inheritance Tax is concerning for many people but with the right planning and advice it can be greatly reduced or even eliminated, enabling your family to gain a larger share of your estate.

Have you planned for IHT?

If your assets exceed £325,000 (including gifts made during the last 7 years), the remainder of your estate could be subject to 40% inheritance tax.  With rising house prices and a low threshold, progressively more people are becoming affected.

Our tax specialists have extensive experience in using a range of techniques and products to assist with inheritance tax planning.  Our service provides you with carefully planned solutions as well as peace of mind.

April 2017 saw important changes to IHT with the introduction of the new residence nil-rate band (RNRB).  See our factsheet Family Home Allowance - Residence Nil Rate Band .

Where there's a Will ...

Too many people delay making a will until it is too late.  We are able to help you make this as painless an experience as possible.  With our detailed knowledge of tax planning, we are able to liaise with legal professionals to ensure that your will is written effectively to protect your assets and save inheritance tax.

If you would like to discuss the best ways of organising your family finances for the long-term, including mitigation of any tax effects, please contact Duncan Gardner, Lesley Cook or Paula Parry or call us on 023 9248 4356.

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What our clients say...

Since moving to Morris Crocker in 2012 we have been impressed with the professional pro-active and friendly approach by their team at all levels. Geoff - Business Manager, Leatherhead

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