Inheritance Tax Planning

Specialised inheritance tax consultation for property landlords, investors & developers..

Here at Edge Accountants, we know that Inheritance Tax and estate planning can bring peace of mind and improve your well-being. That’s why we provide hassle-free Inheritance Tax services that’ll ensure you can live life to the full now while preparing for the future. Our specialist team will help you work out how much money you’ll need to live on and how to pass on assets in the most tax-efficient way. They’ll also take steps to reduce your Inheritance Bill.

We specialise in property accountancy and taxation for property investors, landlords & developers offering an integrated approach to ensure you can come to us with all of your queries. Our specialist tax advisors will look into your individual circumstances and work out a strategy that’s based on your personal needs. So contact us today for transparent guidance and support.

Why Choose Edge?

  • Fully Regulated and HMRC-Complaint

    As Chartered Certified Accountants fully regulated by the FCA, you can trust us to handle your tax-related affairs with the utmost professionalism.

  • We Know Our Stuff

    We’re a team of experienced professionals who will help you navigate the complex Inheritance Tax landscape with your future in mind. There are many ways to manage, reduce or eliminate an Inheritance Tax bill for example, such as making gifts, using other assets to provide a retirement income, taking out a life insurance policy to cover the tax bill or using tax-efficient investments to benefit from Business Relief. So, seeking professional advice is advisable.

  • We’ll Find and Implement Tax Savings

    Currently, the rate of Inheritance Tax payable is 40% on an estate worth more than the current lifetime exemption threshold of £325,000. There are several allowances, however, such as the nil rate band which can allow you to pass on your family home without paying Inheritance Tax. We can show you if your estate qualifies and may be able to recommend changes if it does not.

  • We Think Ahead

    As a property investor, it’s important to have tax structures that’ll benefit you and your loved ones down the line. For this reason, we’ll carefully prepare a detailed Inheritance Tax planning report to assess your current tax exposure and suggest potential planning strategies.

Inheritance Tax Frequently Asked Questions

Don’t be afraid to ask us questions. That’s what we’re here for. Here’s a list of FAQs to set you off on the right foot.

Inheritance Tax is a tax charge (usually 40%) on any part of your estate that exceeds your personal allowance. This is currently £325,000 per person. Your estate includes your property portfolio which is why it’s important for landlords to make plans now.

Estate planning is all about finding the most effective way to pass on your assets. Tax specialists will be able to point out many things you can do to minimise or avoid Inheritance Tax such as making gifts before you pass away.

This is your personal allowance that’s free from Inheritance Tax. It currently stands at £325,000 per person. Any unused allowance can be transferred between married couples and civil partners when one spouse dies.

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