Inheritance Tax
Our experienced specialists can advise on inheritance tax
We can advise you and your family on reducing inheritance tax liabilities and protecting your wealth with tailored solutions for your future.
We have specialist inheritance tax solicitors and accountants in house who work together to advise on both legal matters and specialist tax areas related to UK inheritance tax.
We can advise on:
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Lifetime inheritance tax planning and gifting
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Calculation of inheritance tax on the estate of the deceased (circumstances such as when your second parent dies)
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Compliance requirements for executors of an estate
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Compliance in relation to inheritance tax when transferring wealth
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Personal tax implications of joint bank accounts on death
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Personal tax implications of gifting assets into trusts (chargeable lifetime transfers)
Get in touch
To take the next step, simply drop us an email or give us a call and we'll be delighted to understand how we will be able to help.
After an initial face-to-face or telephone consultation, we'll work through your needs and objectives in the short and longer term before developing a plan of action. We'll let you know exactly how we can help and which experts will be handling your matter.
Email office@davernpartners.co.uk or call 020 4505 8489