Inheritance Tax Planning
Protect Your Legacy from 40% Tax
Plan ahead to minimize your Inheritance Tax exposure.
£250M
Resolved in Client Tax Debt
3,000
Resolved Cases in 2023
30,000
Satisfied Clients To-Date
We’ve Helped
Families Save Millions in Inheritance Tax
Catesby IC Property Ltd
Industry: Education & Office
£3,200,000
Total Cost
£498,391
Capital Allowances Identified
What is Inheritance Tax Planning with Trusts?
Inheritance Tax (IHT) is levied at a rate of 40% on estates above the £325,000 threshold. For property owners in the UK, it’s easy to exceed this limit. Trusts allow you to move property out of your estate, helping to reduce your IHT bill and protect your wealth.
How Can
Inheritance Tax Planning With Trusts Save Your Estate Thousands
Scenario A – Property Placed into Trust
Scenario B – Property Remains in Estate
Estate Value
£1,500,000
£1,500,000
Inheritance Tax (40%)
£0
£600,000
Tax Saving
£600,000
£0
Outcome
Tax-free inheritance for your beneficiaries
40% tax on the estate value, reducing what is passed on
By transferring property into a trust, your estate reduces, and you can save your heirs thousands in tax.
Do You Qualify for Inheritance Tax Planning with Trusts?
If you own property in the UK and have an estate worth more than the nil-rate band, you likely qualify for IHT planning with trusts.
You can benefit from trusts if:
- You own property, including buy-to-let or commercial property
- You have an estate that exceeds the £325,000 threshold
- You want to pass your property on to your beneficiaries with minimal tax impact
Inheritance Tax Planning Expert
Why Use a Specialist?
But Isn’t It Simple to Set Up a Trust?
Trusts can be complex and require careful planning. Here’s why it’s crucial to use a specialist:
Trusts can be complex and require careful planning. Here’s why it’s crucial to use a specialist:
- Legal Complexity: Trusts must align with legal and tax rules to be effective.
- Tailored Solutions: A specialist ensures your goals are met—whether that’s keeping rental income, protecting assets, or minimizing taxes.
- Optimising Tax Reliefs: Proper structuring maximizes exemptions and tax reliefs.
- Future-Proofing: Trusts can be adjusted as laws change—without needing to start over.
Receive a FREE IHT Planning Guide worth £197 upon completion
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