Inheritance Tax

Provided by Nicklin Trustees Ltd

It is often said that Inheritance Tax is a ‘voluntary tax’ and we are here to help you to ensure that your beneficiaries do not make voluntary payments.

We will, after discussions with you, prepare a plan to suit your family needs, and if you are part of an owner managed business, the business needs.

Our suggestions will not only have taken into account the effect of Inheritance Tax but also Capital Gains and Corporation Tax which often come into consideration.

We can also advise you on the preparation or amendments necessary to your Will or indeed we can prepare your Will for you.

Trusts often become a part of Inheritance Tax and Capital Gains Tax planning and our experienced Trust Department both set up and supervise the administration of all categories of Trusts.

Many of our clients these days own assets overseas and we will give full consideration to this and advise as to the effect on tax of that asset in your estate, both in the UK and the country in which it is held.

We are also committed to making you aware of the latest mitigation strategies that are suited to your personal circumstances ensuring you have the opportunity to make substantial savings.

Contact Peter Kendrick on 0121 550 9916 or peterk@nicklins.co.uk to learn more

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