“I know inheritance tax can often being mitigated and I would like to explore how to utilise the options available to me, to organise my estate and minimise the liability payable”.

How we can help with inheritance tax planning & advice

There is no single solution for those clients seeking to control and reduce their potential inheritance tax liabilities. Legislation changes, asset and estate values fluctuate and family circumstances often result in plans needing to be reviewed.

Our approach to inheritance tax planning is that there are 3 ways to address any potential inheritance tax liabilities
– spend it
– give it away
– plan to control and reduce it

We work closely with you and your other professional advisers to provide inheritance tax advice and ensure your estate provides you with the security you need, then develop ideas to ensure it passes down to your chosen beneficiaries with minimal IHT to be paid.

We’ll work towards making sure your spouse has access to provision, ensuring funds are available to pay any liabilities, and ring fencing your estate moving forward.

If you’d like to discuss inheritance tax planning we’ve offices in Shrewsbury, Shropshire and across the West Midlands. Simply get in touch with one of our team to arrange an initial meeting to talk about inheritance tax advice.

Our other services

When can I retire?

“I need to understand how much I have in pensions, what income it will give me in retirement and how much more I need to invest. I need to know this in plain English, with no jargon and with realistic projections”.

Find out more here.

How can I protect my family in the event of death or illness?

“I need the reassurance that my family will be ok if I am not about or able to earn. I need to ensure they (are debt free and) have enough capital and income for their futures.”

Find out more here. 

I want someone to help me organise.....

“I need to tidy up my investments, manage it more efficiently and ensure it meets my overall goals.”

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As a business owner I need to know..

“How to draw tax efficient income from my business, how to use my pension fund to buy my business property, how to protect the business against the loss of key employees, how to make sure my family get my fair share of the business value in the event of my death.”

Find out more here.

I need help to rebuild my financial independence and security…

“After a life changing event, I need to focus on establishing my new goals ensuring my capital is protected and that I can work with a trusted adviser.”

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Don't just take our word for it!

“Redbourne has built up a reputation within the West Midlands as the IFA to turn to for more complex client work”