Our hub offers guides, tools and insights providing the latest updates to help you and your family manage your tax planning whilst navigating some of these difficult and challenging issues.

How to protect your estate for future generations

Inheritance Tax in a nutshell

Our comprehensive guide on Inheritance Tax outlines everything you need to know to protect your estate for future generations. 

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Inheritance Tax calculator

Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.

Estimate the value of your estate

Webinar

Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
Inheritance Tax: Debunking the myths
Discussing the importance of effective but simple IHT planning, understanding the residential nil rate band, Will planning, LPAS, Lifetime planning, Trusts and much more.
IHT Top tips
How to make your estate more Inheritance Tax efficient.

Inheritance Tax: Top tips

Ensuring your IHT planning is tax efficient is a sensitive subject, and so planning opportunities can be missed. We can review what you already have in place and advise on how and when wealth should be passed on.

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Insights and news

Spring Budget changes for individuals.
Autumn Statement changes for Individuals.
The tax-efficient options grandparents have to provide financial support to their grandchildren to ease the burden on parents.
Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.
We outline some of the basics including reducing your IHT liability and taking advantage of some of the reliefs that may be available to you.
Creating a Trust has tax implications but can be advantageous if used in the right way. How Trusts can be used to gift shares of a family business.
The different types of gifts you can make to charity and the tax benefits and consequences of doing so.
We answer some of the most common questions from clients regarding lifetime gifting to children and grandchildren.
Some of the areas and barriers you may need to consider if you want to gift property to your children.
In this article we have outlined some practical tips for family businesses to help manage any conflicts they may have, both now and in the future.
The tax consequences of passing the business on to your successors.
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Time to review your tax affairs as changes in the Budget could be beneficial for some.
Spring Budget changes for individuals.
Autumn Statement changes for Individuals.
The tax-efficient options grandparents have to provide financial support to their grandchildren to ease the burden on parents.
Nick Latimer and Richard Dean, discuss the importance of working together when carrying out your financial planning.
We outline some of the basics including reducing your IHT liability and taking advantage of some of the reliefs that may be available to you.
Creating a Trust has tax implications but can be advantageous if used in the right way. How Trusts can be used to gift shares of a family business.
The different types of gifts you can make to charity and the tax benefits and consequences of doing so.
We answer some of the most common questions from clients regarding lifetime gifting to children and grandchildren.
Some of the areas and barriers you may need to consider if you want to gift property to your children.
In this article we have outlined some practical tips for family businesses to help manage any conflicts they may have, both now and in the future.
The tax consequences of passing the business on to your successors.
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Time to review your tax affairs as changes in the Budget could be beneficial for some.

Contact us

Our national private clients team provides specialist tax advice to some of the most successful individuals and families in the UK. We understand that absolute discretion is essential and take pride in building long-term relationships with our clients. Get in touch with us today.
Rebecca Durrant
Rebecca Durrant
National Head of Private Clients, Manchester