Inheritance Tax & Estate Planning
Long-term planning to preserve your estate for future generations.
We provide comprehensive inheritance tax planning, including business and agricultural relief, lifetime gifting strategies, and trust planning. Our goal is to reduce your IHT exposure through legitimate, long-term planning rather than complex tax avoidance.
Service Highlights
What You Need to Know
The standard nil-rate band of £325,000 and the residence nil-rate band of £175,000 have been frozen until 2030, drawing more estates into the IHT net as property values rise. From April 2026, Business Relief is capped at £2.5 million per individual, changing the planning landscape for business owners significantly. Pension assets may also form part of taxable estates from 2027. Against this backdrop, structured lifetime planning using the annual £3,000 gift exemption, gifts from surplus income, potentially exempt transfers, and charitable giving has become more important than ever. We review your full estate picture and implement a plan that reduces your exposure without unnecessary complexity.
What We Provide
IHT Planning
Reviewing your estate to identify IHT exposure and implementing long-term strategies to reduce the liability for your beneficiaries.
Lifetime Gifting
Advising on the use of annual exemptions, potentially exempt transfers, and charitable giving to reduce your taxable estate during your lifetime.
Business & Agricultural Relief
Structuring business and agricultural property to maximise availability of BPR and APR, providing up to 100% IHT relief.
Trust Planning
Using trusts to remove assets from your estate while retaining a degree of control and providing for future generations.
Why Choose Bespoke Tax
We provide a unique combination of international expertise and global presence.
Expert Team
Dedicated specialists with deep knowledge of international tax regulations and compliance requirements.
Proven Results
Track record of delivering significant tax savings and compliance improvements for our clients.
Risk Mitigation
Proactive approach to identifying and mitigating tax risks before they become costly problems.
Ready to Optimize Your Tax Strategy?
Speak with our tax experts to discuss your specific inheritance tax & estate planning needs. We provide clear, actionable advice tailored to your goals.
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