Inheritance Tax Planning

Minimise your inheritance tax liabilities and preserve your legacy. I’ll provide you with tailored solutions to ensure your wealth is transferred according to your wishes.

About Inheritance Tax Planning

For many, the topic of inheritance can be sensitive, fraught with complexities and emotion. But overlooking the financial aspects, particularly Inheritance Tax, can leave your loved ones with unnecessary burdens.

I specialise in Inheritance Tax Planning. This service aims to mitigate the financial impact on your estate, ensuring that as much of your hard-earned assets as possible are passed on to the people or causes you care about. It’s about making informed decisions today to secure the legacy you wish to leave tomorrow.

From above electronic calculator and notepad placed over United States dollar bills together with metallic pen for budget planning and calculation

Benefits

Imagine a world where managing your finances is straightforward, allowing you to focus on what truly matters

Maximise Inheritance:
Proper planning can help you utilise allowances and reliefs, ensuring your beneficiaries receive the maximum possible inheritance.
Peace of Mind:
Knowing that you've sorted the complexities of the Inheritance Tax offers emotional relief, allowing you to focus on life's more immediate joys.
Legacy Preservation:
Whether it's a family business or a treasured home, Inheritance Tax Planning ensures that future generations can enjoy your assets.
Legal Security:
Proper Inheritance Tax Planning incorporates wills, trusts, and other legal structures to safeguard your wishes legally.

Process

We believe in transparency and efficiency—values that shape every step you’re about to take with us.

FAQ

Have a question?

Inheritance Tax is a tax on the assets you leave behind when you pass away. Planning helps you minimise this tax, enabling you to leave more to your loved ones or chosen causes.
The sooner, the better. Planning well in advance allows for greater flexibility and more effective strategies for reducing your potential tax liability.
Absolutely. As laws and personal circumstances change, your Inheritance Tax Plan can and should be updated to remain effective.
While a will outlines how you wish to distribute your assets, Inheritance Tax Planning is about structuring your estate in a way that minimises the tax impact on your beneficiaries.

Happy clients

Read what our clients have to say about us

5/5
“Great professional service provided by ISJ Independent Financial Planning. Offered a good view on retirement options as well as possibilities for current investments. Worth taking time for a friendly discussion. “
Pranav Patel
Review source: Google
5/5
“Lena is very professional and helpful. We’re always confident that Lena has our best financial interests at heart. “
Karen Curtis
Review source: Google
5/5
“I really like Lena’s approach to finding out what you want life to look like the you are retired so that you can clarify what your financial needs are. “
Sara Penter
Review source: Google
5/5
“Lena is not only extremely knowledgeable and professional, but also a really nice person to deal with. I would highly recommend. Thank you again Lena for all of your advice and support. “
Jodie Clarridge
Review source: Google

Expert Financial Advice for You

Schedule a consultation with Lena