Inheritance tax planning

You may have thought that Inheritance tax affects those with significant wealth, however, due to house prices increasing, more people than ever could be subject to inheritance tax on death. If your assets/estate exceeds the inheritance tax threshold, on your death there would be significant inheritance tax to pay.

At Birkett Long IFA, our independent financial planning managers can help with what is a complex area.

There are a number of different ways to tackle inheritance tax mitigation and our financial planning managers work with you to achieve the most appropriate solution. Some questions you may have -

  • How can I reduce tax payable on my investments?
  • Can I transfer my assets to someone else?
  • Can I avoid paying Inheritance Tax?
  • Am I able to plan in advance to keep my assets within the family?
  • When do I have to pay Inheritance Tax?

There are various ways you can reduce your exposure to Inheritance, such as lifetime gifts, trusts, charitable donations and investment planning.

If you would like more information on Inheritance Tax planning please contact us on 01206 217309 to arrange a free, initial meeting with one of our financial planning managers.


  • Nicola Ward
      • Nicola Ward
      • Associate and Head of Birkett Long IFA LLP
      • 01206 217308
      • View profile
  • Paul Chilver
      • 01206 217614
      • View profile
  • Colin Hyoms
      • 01206 217351
      • View profile

It is important that financial planning managers and solicitors work together on Inheritance Tax planning to ensure that all appropriate matters are considered. At Birkett Long IFA, we work closely with the solicitors at Birkett Long LLP. We also work with other law firms should you have an existing solicitor.

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