Inheritance Tax and Trust Planning

What's in it for them?

Benjamin Franklin wrote that nothing is certain except death and taxes.

This may be true but at Beever and Struthers, we can help protect you and your family now and in the future with effective inheritance tax planning (IHT). With expert help from our team, you are in safe hands.

IHT can be wrongly thought of as a tax on death. It can arise during your lifetime, for example, when trusts are created. This does not mean trusts are a bad thing, they are a great tool to allow you to give assets away but retain control.

But as we often say in the tax team ‘one size does not fit all.’  A Family Investment Company (FIC) might be a better solution to your family needs.

We work closely with our colleagues at Pareto Financial Planning to deliver the right solution for you and your family. This will be tailored to your own needs to protect the wealth you’ve worked so hard for. Our aim is to make sure you pass as much of this hard-earned wealth to your family as possible.

How do we do this?

  • We look at using your IHT allowances and reliefs.
  • We look at your will to make sure it is structured in the best way possible.
  • We look at whether a trust would work for you or whether a FIC would be better.

Above all, we talk to you and work with you.