Inheritance Tax (IHT) Planning UK Services
Inheritance Tax (IHT) can have a significant impact on the wealth you wish to pass on to future generations and our inheritance tax specialists understand this exactly. With complex rules and ever-evolving regulations, understanding and planning for inheritance tax is essential to protecting your estate.
At Bold Rose Accountants, we provide expert guidance and comprehensive professional inheritance tax services in the UK to help you safeguard your legacy, ensuring that your assets are managed effectively and in line with your wishes.
Inheritance Tax Services
Comprehensive Inheritance Tax Planning in the UK
Our experienced advisers work with you to develop a personalised inheritance tax plan that reflects your goals and family’s needs. We cover all aspects of IHT planning, from asset allocation to charitable giving, ensuring your estate is structured to take advantage of all available inheritance tax relief options in the UK, exemptions, and reliefs.
Inheritance Tax Services
Agricultural and Business Property Relief (APR and BPR)
If you hold agricultural or business property, we provide specialist business inheritance tax advice in the UK on maximising APR and BPR benefits. With recent caps and changes to these reliefs, our expertise ensures you achieve the most tax-efficient structure possible, preserving valuable assets for your beneficiaries.
Inheritance Tax Services
Trust and Estate Planning
Trusts are a versatile tool for inheritance planning, providing tax advantages and control over asset distribution. Our team offers guidance on inheritance tax and estate planning in the UK including trust creation, management, and compliance, so you can effectively manage your wealth over generations. We also assist with inheritance tax on trusts in the UK, helping trustees with ongoing IHT obligations, ensuring all assets within the trust are optimised and compliant.
Inheritance Tax Services
Lifetime Gifting Strategies
Gifting to avoid inheritance tax in the UK can be an effective way to reduce the taxable value of your estate. Our inheritance tax specialists help you navigate the rules and regulations around gifting, ensuring that you make the most of tax-free allowances and avoid potential pitfalls. Our strategies allow you to support your loved ones now, while still protecting your financial security.
Inheritance Tax Services
IHT Relief for AIM Investments
For those holding or considering investments on the Alternative Investment Market (AIM), we provide targeted advice to maximise Business Property Relief (BPR) and structure your AIM investments tax-efficiently. With updated relief rates, we’ll ensure your portfolio benefits from available IHT exemptions without consuming your other relief allowances.
Inheritance Tax Services
Inheritance Tax Compliance and Reporting
Navigating IHT compliance is crucial to avoid penalties and ensure smooth asset transfer. We handle all aspects of IHT reporting for estates and trusts, preparing and submitting documentation to HMRC accurately and on time. Our services including inheritance tax advice for families reduce administrative burdens, giving you peace of mind and assurance in complex matters.
Why Work With Us
Here’s why our clients choose us and how we create lasting relationships that get stronger over the years
Over 45 years of combined experience.
Local services in the London region.
Round the clock availability for your queries.
Our team has a wide skillset that covers all bases
Who We Help
No matter the complexity of your estate, Bold Rose Accountants’ team is here to help you create a strategy that preserves your wealth. Our IHT services cater to a wide range of clients across the UK.
