Inheritance Tax – Planning & Advice

It is important to review Wills regularly to ensure they reflect your current wishes and are effective for Inheritance Tax. When you do this, take time to consider and implement effective Inheritance Tax planning during your lifetime to ensure as much of your wealth as possible passes to future generations tax efficiently.

You can be confident that our specialist tax advisers will be there throughout the whole process offering flexible and pragmatic advice. We will ensure your Inheritance Tax planning remains relevant as tax legislation and your family circumstances change.

We will guide you through:

  • Optimising lifetime transfers
  • Making full use of lifetime IHT exemptions
  • Agricultural and Business Property Relief
  • Residence Nil Rate Band
  • Planning with Trusts
  • Inheritance Tax Returns
  • Estate Accounts and Tax Returns after someone dies
  • Impact of Domicile
  • Navigating the tax consequences of offshore bonds (international bonds)

Looking for a specialist tax adviser in Cambridge?

Estate Planning & Inheritance Tax

Minimise your IHT exposure, protect your inheritance

Property Taxes

Full range of Property Taxation services


Advice on setting up and managing trust funds

Planning for Retirement

Let us assist you with adjusting your finances

Capital Gains Tax

Come to us for comprehensive advice on CGT liabilities

Residence & Domicile

We help with tax issues relating to residence

Tax Returns

Our team take care of all of your tax returns 

What our clients say

Outstanding service, delivers consistent quality….a rarity in this day and age! Keep up the good work.

Rob - Private Client

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9 Quy Court, Colliers Lane, Stow-cum-Quy, Cambridge, CB25 9AU