Inheritance Tax Planning UK: Expert IHT Planning Strategies and Advice
Individuals and their estates are subject to inheritance tax planning UK rules if they are domiciled, deemed domiciled, or hold UK situs assets. With upcoming changes to UK inheritance tax legislation, exposure to inheritance tax will soon depend on UK tax residence rather than domicile. After 10 years of UK tax residency, inheritance tax applies, and this liability can continue for up to 10 years after leaving the UK.
Our specialist advisers offer tailored inheritance advice UK, ensuring your unique circumstances and wishes are fully considered. We help you achieve the most effective IHT planning strategies both during your lifetime and on death.
We begin with a comprehensive wealth review, assessing the value of your estate and that of your partner. We consider your income, spending needs, family situation, prior IHT relevant events, anticipated future events, risk profile, current wills, and your intentions for your business and personal assets.
Following our review, our inheritance tax advisor UK may recommend:
- Collaborating with your legal and financial advisers to ensure your will aligns with your personal and inheritance planning UK objectives.
- Maximising all available inheritance tax exemptions UK and inheritance tax reliefs UK on gifts made during your lifetime and on death.
- Advising on the UK tax position for both UK and overseas trust structures, and how trusts can be used for succession, asset protection, and removing assets from your estate.
- Exploring gifts and inheritance tax UK implications, including capital gains tax, hold-over relief, gift relief, and transfers between spouses or into trusts.
- Implementing IHT planning techniques such as freezing asset values and making gifts out of income.
- Restructuring your portfolio for IHT efficiency, including life assurance and pensions.
- Reviewing your exposure to the pre-owned assets tax regime.
If you need expert assistance with inheritance tax planning UK, IHT planning strategies, or advice on gifts and inheritance tax UK, please complete the form at the bottom of the page to get in touch with our experienced team.
If you're interested in any other areas of UK Private Client Tax Services, make sure to visit this page to learn more.
📞 Get in contact with us using the form at the bottom of this page.
UK Private Client Team



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Our Clients Love us
Scroll through the testimonials from our clients.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
Always aware of opportunities to reduce taxes.
Exceptional service and patience! We really value the effort and support they have given us as a new start up.
Exceptional turn around time on any questions/problems presented
Exceptionally thorough responses delivered in a very timely manner.
I have been Jamie's client for more than ten years and I keep being impressed with his client-centric, solution-orientated and straightforward approach to answering questions. I have not had a single tax question over the years where Jamie could not help in a professional, efficient and also cost-effective manner. This holds true for questions around various different jurisdictions and degrees of complexity. I can wholeheartedly recommend Jamie's services!
I recently moved to the UK and TAP were very proactive at helping me understand the details of the law and how to reduce my tax exposure, they were also very patient responding promptly to all of my questions - great customer service!
TAP have always delivered outstanding advice and support.
TAP sought ways to save us tax and made the process straightforward.
The service I have received has been impeccable and I would be glad to recommend your services to friends, family and clients etc. The whole process has been made extremely easy for me since day 1 from my consultation with Robert and then on to the preparation of the CGT Calculations and submission by Sydnie and the Team, all my questions were answered promptly and I was provided all the information I needed, so a big thank you again for your efforts.
They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!
Very clear and concise in explaining tax matters.
Very helpful throughout the process, available to answer one-off questions.
Very thorough and answered my queries.
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Complete the brief form below with details of your enquiry and a member of the team will be in touch as soon as possible.