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Passing on Wealth

When you’ve worked hard to build up your wealth, you want the peace of mind that you can pass this on to your loved ones without a tax penalty. With Inheritance Tax bands frozen until 2028, more and more families and business owners will find that their estate is subject to Inheritance Tax on death.

Inheritance tax can be difficult to understand and proposed changes coming into effect from 2026 have only added to the complexity. Fortunately, we are on hand to help you understand your overall wealth and identify if your estate may be subject to inheritance tax in the future.

The former Chancellor of the Exchequer Nigel Lawson once said, ‘inheritance tax is a voluntary tax, you can either do nothing or volunteer for your beneficiaries to pay it, or you can take steps to avoid it’. In other words, you only pay this tax if you choose to do so or do not plan properly.

Although it may not be possible to remove the inheritance tax burden completely, we can assist you in passing on your wealth to loved ones as tax efficiently as possible.

Financial Advice for Business Owners

Know Your Worth

We will help you calculate your overall wealth and the future potential, accounting for growth and inflation.

Plan Your Estate

Where necessary, we will make suitable recommendations to improve your position.

Expert Financial Advice

Keep Under Review

We will regularly review your financial position to ensure you are keeping pace with tax and legislative changes.

Request a Call

If you would like one of our expert advisors to call you to discuss your wealth management options please send us your details and we’ll get back in touch with you to discuss your needs.

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