Planning for the future isn’t just about what you build, it’s about what you leave behind.
Inheritance Tax can significantly reduce the value of your estate if it’s not managed carefully. Without a clear plan in place, more of your wealth could end up with HMRC rather than your family.
Our Inheritance Tax and Estate Planning service gives you the time, structure and expert guidance to be in control of your position. We help you understand your current exposure, explore your options and put a plan in place to protects your assets and support your long-term intentions.
Gain clarity, and efficently pass on your wealth, by making informed decisions today that will protect tomorrow.
Protect your hard work & plan for the future
Clear understanding
Gain a clear picture of your estate, Inheritance Tax exposure and available reliefs.
Proactive planning
Plan ahead with the right structures to reduce unnecessary Inheritance Tax liability.
Tax efficiency
Maximise available allowances, exemptions and reliefs while minimising unnecessary tax.
Family focus
Suppot those who matter most and ensure your wealth passes to loved ones according to your wishes.
Informed decisions
Understand your options clearly to make confident decisions without feeling overwhelmed by complexity.
Long-term strategy
Build a flexible estate plan aligned with your evolving financial circumstances and family goals.
What is included?
Regular Estate Reviews
Regularly review your assets, liabilities and estate position to reflect legislative and personal changes.
Inheritance Tax Analysis
Understand your Inheritance Tax exposure and identify potential areas of risk.
Reliefs and allowance planning
Maximise available exemptions, allowances and reliefs within current rules.
Gifting Strategy
Plan gifts effectively to reduce future tax exposure and support loved ones.
Business and property relief planning
Structure qualifying assets appropriately to maximise reliefs & minimise tax.
Succession planning
Plan how your wealth and assets pass on according to your wishes.
“Not your typical Accountants! The team at NA works proactively to deliver solutions that save time and money for your business. They work hard to understand their clients, and the ideas they put forward in terms of technology and accounting methods bring huge benefits. If you’re looking for a supportive, forward thinking accountant with a real drive to do the very best for your business, I couldn’t recommend Northern Accountants highly enough.”
Adam Arkwright, Outwork
FAQs
What is Inheritance Tax?
Inheritance Tax is a tax applied to the value of your estate when you pass away, above certain thresholds and allowances.
When should I start estate planning?
The earlier, the better. Planning ahead gives you more options and allows more time for strategies like gifting to become effective.
Can I reduce my Inheritance Tax liability?
Yes, through a combination of allowances, reliefs, and structured planning, it’s often possible to significantly reduce the amount payable.
Does this include business assets?
Yes, we review both personal and business assets to ensure everything is structured as efficiently as possible.
Will my plan need updating?
Yes, we recommend regular reviews to reflect changes in your circumstances, assets, and tax legislation.
