Protecting what you have built for the people who come next.
IHT planning for owner-managed businesses, farming partnerships and property investors across Staffordshire. Covering trusts, succession and estate structuring.
Protect what you've built.
IHT planning to protect income and assets and provide for family into the future, including use of trusts.
Inheritance tax is one of the areas where early, considered planning makes the greatest difference. The reliefs available — and the structures that unlock them — are specific to each client's circumstances. We work through the detail with you rather than applying a standard template.
Our work in this area covers the use of trusts, succession planning and the structuring of estates. It is particularly relevant for high-worth individuals, farming clients and property investors, where the interaction between business assets, land and family wealth requires careful handling.
Farming and property — where succession planning is critical.
Two sectors where the stakes around inheritance tax are highest, and where we have built genuine depth of experience.
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Farming partnerships
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Property investment companies
The work, in plain terms.
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Trusts
Structuring assets to reduce exposure and provide for family.We advise on the establishment and ongoing administration of trusts as part of a broader IHT strategy.
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Succession planning
Passing the business or farm to the next generation on the right terms.Particularly relevant for farming partnerships and owner-managed businesses where business property relief and agricultural property relief may apply.
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Estate structuring
Reviewing the overall shape of an estate to make use of available reliefs.We work through the interaction between business assets, land, investments and family wealth to identify where planning can make a material difference.
If you want to start a conversation, we will keep it straightforward.
Or call our Tamworth office on 01827 60033 — or Uttoxeter on 01889 563550.