Inheritance Tax

Inheritance Tax planning

Our experts can help you to calculate inheritance tax obligations for the named executor(s) in your will or the administrator of your estate.  If your estate (property, money and other assets) are worth more than £325,000 (the inheritance tax threshold) then anything above this threshold will be subject to the rate of inheritance tax currently set at 40%.  This percentage can be reduced if a percentage of the estate is left to charity.

Paying Inheritance Tax

If you are a named executor of a will or the administrator of an estate we can help you calculate the tax due, if any and ensure it is paid within the required deadlines (usually by the sixth months after the date of the deceased). We can assist you with the completion of the IHT205 (tax exempt) or IHT400 (tax due) forms and the most convenient way to pay if tax is due. It may be possible to pay inheritance tax in instalments.

If you wish to plan for the future or have received an inheritance and need help and guidance we are here to support you.

Call and speak to one of our friendly advisers.

Sidcup – 0208 269 9901            Horsham – 01403 330 744            York – 01904 234 091

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