Inheritance Tax Strategy & Coordination
We provide strategic oversight for inheritance tax planning, bringing structure and clarity to complex estates. Rather than focusing on isolated tax solutions, we design the overall framework and coordinate the professionals required to implement it. This includes:
Identifying exposure and planning priorities
Designing an appropriate IHT strategy
Coordinating solicitors, tax advisers, and other specialists
Ensuring all advice aligns with the agreed objectives
Estate Appraisal and Structuring
Effective planning begins with a clear understanding of the estate as it exists today. We carry out a detailed appraisal of assets, ownership, and exposure to ensure decisions are made on a sound footing.
This typically covers:
Property, pensions, and investment assets
Ownership structures and beneficiary design
Control, protection, and succession considerations
Trust Planning and Control
Where appropriate, we coordinate the use of trusts to protect assets, manage control, and reduce long-term risk. Trusts are considered carefully and only where they serve a clear purpose within the wider strategy. We focus on:
Asset protection and control
Managing family and relationship risk
Long-term flexibility rather than rigid solutions
Probate and Liquidity Planning
One of the most common failures in estate planning is a lack of liquidity at death. We design plans to ensure that inheritance tax and probate costs can be met without forced sales or unnecessary stress. This includes:
Identifying potential probate funding gaps
Structuring liquidity in advance
Coordinating with providers and advisers
The objective is to allow executors and family members to act calmly and deliberately.
Family Protection and Continuity
Inheritance tax planning does not exist in isolation. We also consider the wider family framework to ensure continuity and reduce future conflict.
This may include:
Executor and governance planning
Powers of Attorney coordination
Recording key wishes and guidance
A Coordinated Role
We do not provide regulated advice or sell products. Our role is to act as the central point of coordination, ensuring that strategy, advice, and implementation are aligned and carried through properly.
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