Inheritance tax planning service in the UK

Our inheritance tax expert advisors will help you to determine your objectives, evaluate your tax obligation, and create a customised strategy that satisfies your requirements. We'll walk you through each step of the procedure and make sure you know exactly what your alternatives are and what could happen.

As we recognise that every estate is unique, we provide personalised guidance to meet the needs of each customer. Our mission is to design and improve inheritance plans that help clients and family members in a range of scenarios. Don't let the inheritance tax planning reduce your legacy. Speak with us right now to learn more about our services for protecting your assets against inheritance tax and future planning.

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How dns tax help you?

Our expert advisors in tax planning service in the UK will help you to determine your objectives, evaluate your tax obligation, and create a customised strategy that satisfies your requirements. We'll walk you through each step of the procedure and make sure you know exactly what your alternatives are and what could happen.

The estate of someone who died is liable for Inheritance tax planning (IHT), also referred to as the "death duty" because it is charged on assets such as real estate, bank account balances, pensions, and other assets.

This is a general overview of who in the UK might be required to pay Inheritance tax planning:

Executor or administrator

Beneficiaries

Trustees

How we work

Identify your objectives

We will talk about your present financial status, assets, and liabilities during our first discovery call to ascertain your long-term objectives. We'll also take the time to learn about your long-term objectives and estate planning strategies so that we can offer guidance that is customised to meet your particular needs.

Analyse your circumstances

We'll analyse your existing status and create a list of every choice you have to reduce the inheritance tax's planning impact on your estate. We'll go over every tax-saving tactic under the sun, including gifts, trusts, and other estate-planning instruments.

Create a customised strategy

With the data we've gathered and the choices on our side, we'll create a customised strategy that minimises inheritance tax planning for you. We'll guide you through each strategy's operation and the reasons behind our recommendations so you can choose wisely.

Provide a written advice report

A detailed advising report detailing our recommendations and showing how they would benefit you will be sent to you. We will also perform an in-person, paid consultation if needed to discuss any queries or worries you may have.

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Benefits of working with us

Customised & personalised Solutions

We provide individualised and customised inheritance tax planning solutions.

Experienced and certified team

Professionals with advanced certifications managing inheritance tax with expertise and care.

Professional advice and resources

We offer expert guidance on estate planning, estates, and inheritance tax.

Keep an eye on your Plan at All Times

We will track and modify your plan to ensure its effectiveness in the face of changes in tax laws or financial circumstances.

Potentially efficient tax approaches

With smart investment planning, our skilled professionals minimises your inheritance tax.

We communicate with lawyers as Well

To satisfy clients' needs for legal support, we work together with lawyers.

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Find a tax advisor near you

Are you trying to find trustworthy tax advisors in the UK to manage your taxes? Our team of experts is available for help. Get in touch with us to simplify your company's tax planning. Contact us right now for customised solutions that meet the needs of your business!

Book a consultation

Schedule a free consultation with one of our helpful tax specialists, and together we will decide what services you need and how we can assist you.

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Call and email

Schedule an appointment for a consultation or speak with our inheritance tax professionals immediately at 0333 2422 572 or by email at dnstax@dnsaccountants.co.uk.

Visit our office

Please make an appointment to visit our pleasant office if you prefer to meet in person. During your visit, our crew guarantees a cordial greeting and individualised care.

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Frequently asked questions

Who can give the best advice on tax planning service in the UK?

An inheritance tax advisor can advise you on various inheritance tax saving options. It is important to understand this tax in more depth because of its depth. You can simplify the process for your estate and avoid being seen as a burden.

Will inheritance tax advice be received from a tax advisor?

Yes, To reduce your inheritance tax liability, a tax advisor can assist you. An advisor can provide you with better suggestions on how to reduce or save your inheritance tax.

When should I start planning for inheritance tax planning?

Starting to prepare for inheritance tax planning is never too early. You have more alternatives and strategies to reduce the impact of inheritance tax planning the earlier you start. You can take advantage of several tax planning options and make well-informed estate decisions by beginning early.

When is the deadline for paying inheritance tax in the UK?

By the end of the sixth month following the deceased person's passing, you have to pay inheritance tax planning.

When a lifetime transfer is chargeable, lifetime inheritance tax is paid Six months after the gift's last day of the month, and on April 30, the year after that.

Is it possible to legally avoid paying inheritance tax planning?

Yes, there are multiple strategies to evade inheritance tax. Here are a few that you can use to avoid inheritance tax planning and pay less of it:

Present-giving is possible while you're still living.
You can include a charitable donation in your will.
Create trusts for life insurance and pension plans.
Everything can be left in your partner's name.
You can let your kids take care of the house.

Is it possible to avoid inheritance tax planning by transferring my home to my children's name?

Yes, It is possible to avoid inheritance tax planning on your home by transferring ownership to your children, but there are some limitations. The inheritance tax will not be charged if you transfer the home to your children and continue to live there for at least seven years. Your estate will be subject to a sliding-scale inheritance tax payment if you pass away during these seven years. For more detailed information, speak with inheritance tax advisor.

Why choose experts for tax planning service in the UK?

Experts in inheritance tax offer specialised guidance and tactics to reduce inheritance tax's negative effects on your estate. Their expertise in negotiating complex tax laws guarantees your assets' safety and optimises rewards for your beneficiaries.