IHT Succession Plannning

Get professional inheritance tax planning advice

Inheritance Tax is a significant business in the UK. In 2018/2019, HMRC collected a staggering £5.4 billion in Inheritance Tax revenues alone.

Unfortunately, the regulations around IHT are changing all the time and are commonly misunderstood and misinterpreted. However, with the right expertise and advice, strategies can be put in place now to reduce future IHT payable on your estate.

How we can help

We are happy to provide you with professional guidance to ensure the implementation of tax mitigation techniques is successful. The Wealth Consultant offers independent professional guidance tailored to your requirements, goals, and life-stage. We will connect you with a wealth manager who will help answer key questions, such as:

How much can you inherit before paying tax?

How much is the rate of inheritance tax?

What are the tax rules and allowances for making gifts?

How can passing on a pension reduce Inheritance Tax?

Can I use tax-efficient investments to benefit from Business Relief? 

We understand that navigating the intricacies around IHT succession planning can be complicated and somewhat daunting for clients. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable, and timely information. 

Professional inheritance tax advisors services

Clients often report a lack of trust in traditional financial services that they feel do not provide enough clarity on IHT succession planning and the legalities around that. With extensive experience in the wealth management sector, we act with integrity to bring you closer to wealth managers who will professionally advise you appropriately on succession planning. We will only connect you with wealth managers who will foster a professional trusting relationship with you which will inspire confidence and allow your financials to flourish. 

The time-consuming process of selecting a wealth manager can often leave clients feeling frustrated. We streamline that process by first, taking the time to learn about your current ambitions and plans. This enables us to connect you with industry-leading wealth managers who can manage your expectations and support you to achieve your overall objectives. 

How we work

Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!

Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.

The wealth consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.

The wealth consutltant will introduce you to, and arrange a time for an initial call with, each wealth manager.

Dedicated Wealth Manager for you

Time to stop searching. Let The Wealth Consultant do the hard work for you. Get in touch today for a free consultation and digital introduction to the most appropriate wealth manager for you.

Achieve your financial goals by contacting The Wealth Consultant call +44(0)203 488 5668 or email [email protected]