Inheritance Tax services in the UK
Estate reviews, lifetime gift planning and Inheritance Tax returns for executors.
Pass on more to the people you choose.
Inheritance Tax is charged at 40% above the available nil-rate bands. Planning early, with gifts, reliefs and your will, can reduce it significantly.
Speak to an adviser- Estate value and IHT exposure review
- Lifetime gifts and the seven-year rule
- Business and Agricultural Property Relief
- Pensions and IHT from April 2027
- IHT400 returns for executors
A simpler way to handle inheritance tax.
Share your documents and tell us what you need through your secure link.
Your adviser reviews your position by video and agrees a fixed fee with you.
We prepare, you approve, we deal with HMRC. Ongoing support as things change.
Less stress. More clarity.
Every relief checked
AccuracyWe look for allowances and reliefs you are entitled to.
Filed as your agent
HMRC handledHMRC talks to us, so you do not have to.
Plan before you act
Forward lookingAdvice before a sale, gift or move, when it can still help.
Fixed fee
No surprisesA written quote before any work begins.
Technology helps. People make the difference.
Online tax advice should never mean being left alone with software. We combine a digital process with an adviser who knows your file.
Clear communication
Understand what needs to be done and why, in plain English, from your named adviser.
Practical advice
Proactive, legitimate planning that fits your real circumstances and goals.
Ongoing relationship
An adviser who understands your affairs and stays with you year after year.
Inheritance Tax FAQs
Can't see your question? Ask it when you book and your adviser will cover it.
Ask an adviserHow much can I leave tax-free?
Everyone has a £325,000 nil-rate band, plus up to £175,000 residence nil-rate band when a home passes to direct descendants. Unused bands can pass to a surviving spouse.
Are gifts free of Inheritance Tax?
Many are. Some are exempt immediately; others fall outside your estate if you survive seven years.
Are pensions affected?
Unused pension funds are due to be brought into the estate for Inheritance Tax from April 2027.
Can I book a consultation before becoming a client?
Yes. Your introductory call helps us understand what you need, and we send a fixed-fee quote before any work begins.
Online consultations, UK-wide.
We advise clients across England, Scotland and Wales by secure video. Choose a location to see which tax rules apply there.
Tax advice, delivered.
Tell us what you need help with. We'll explain your options and quote a fixed fee before any work begins.