Bradford 01274 350 800
Leeds 0113 849 4000
Huddersfield 01484 915 000

Inheritance Tax Planning

Protecting your assets and estate for the future can be complex and confusing. Our skilled and specialised team safeguard your interests with a high quality service and clear, intelligent advice.

Once characterised as a tax for the wealthy, inheritance tax yields for HM Revenue & Customs are approaching record levels due to increased property prices and a freeze in the inheritance tax nil per cent rate band at £325,000.

Our specialist inheritance tax planning team can:

  • Prepare a taxation and succession planning report identifying the current liability of your estate to inheritance tax, and utilising inheritance tax exemptions and reliefs to mitigate this liability
  • Identify available tax planning opportunities with regard to death in service benefits, life insurance policies and pensions
  • Advise on the use of trusts and prepare the relevant trust documentation
  • Advise on the merits of making lifetime gifts
  • Draft tax efficient Wills.

Our team also have skills and expertise in the following areas:

  • Asset Protection
  • Nil Rate Band
  • Residence Nil Rate Band
  • Deeds of Variation

We'd love to hear from you. Please call John Feaster on 01274 377668. 

The team speak regularly at events, if you would like an expert to present on any tax or private client matters call us on 0113 849 4000. 

"Your detailed knowledge of the subject, combined with your candid and accessible style, resonated strongly here. Further to which, your focus on client outcomes and your non-target driven approach was well received too." Bertie Dannatt at Ruffer 

Primary Contact

John Feaster

Partner

Direct Line 01274 350 819

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