Inheritance Tax Planning UK | Expert IHT Planning Strategies & Advice

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

Meet the talented individuals behind our success! Our team is driven by innovation, expertise, and a shared passion

Aidan James

Partner

Dan Howse

Partner

Helen Mallalieu

Partner

0113 426 9311

Jamie Favell

Partner

Jay Yoganathan

Partner

Michael Bull

Partner

Russ Cahill

Partner

Scott Wickham

Partner

Sophia Watsham

Partner

Robert Astley

Family Office Partner

020 8037 1020

Charlotte Davies

US Tax Director

020 8037 1082

Grace Bonse

R&D Tax Director

020 8037 1031

Ian Feaviour

US Tax Director

020 8037 1080

James Graham

Private Client Tax Director

020 8037 1064

Rachel Alabaster

Private Client Tax Director

020 8037 1062

Sucheta Thomas

Private Client Tax Director

020 8037 1055

Zohra Bala

Corporate Tax Director

Paul Spenceley

Tax Consultant

0113 426 9309

Carmen Shippey

US Tax Senior Manager

Emma Fleet

Corporate Tax Senior Manager

0113 426 9315

Nick Townend

Private Client Senior Tax Manager

020 8037 1065

Paul Flannery

US Tax Senior Manager

020 8037 1095

Richard Middleditch

Private Client Tax Senior Manager

020 8037 1061

Sydnie Payne

Private Client Senior Tax Manager

Thomas Quinn

Corporate Tax Senior Manager

0113 426 9317

Toyan Williams

Corporate Tax Senior Manager

Ben Greenwood

Private Client Tax Manager

020 8037 1071

Hemma Chana

US Tax Director

Jeethu Job

US Tax Manager

Kim Liu-Newman

Corporate Tax Manager

0113 426 9316

Nicky Hutchison

Accounts and Finance Manager

0113 426 9303

Oliver Baker

Accounts Manager

020 8037 1074

Olivia Denton

Corporate Tax Manager

0113 426 9318

Martin Sevtsov

Marketing Coordinator

Rachel Ezrachie

Office and Operations Manager

020 8037 1100

Sophie Richards

Office and HR Manager

Alina Miron

US Tax Assistant Manager

020 8037 1099

Alister Gracias

Private Client Tax Assistant Manager

020 8037 1073

Amy Johns

US Tax Assistant Manager

Danica Owen-Davidson

Private Client Tax Assistant Manager

020 8037 1072

Darshini Dayanand

US Tax Assistant Manager

Emma Beattie

Accounts Preparer

0113 426 9319

James Fothergill

Corporate Tax Assistant Manager

0113 426 9312

Jay Patel

Private Client Tax Assistant Manager

Hugo Costain

Private Client Tax Senior

James Davies

Corporate Tax Senior

0113 426 9315

Jess Bonner

Senior US Administrator

020 8037 1091

Talia Lockwood

Corporate Tax Senior

0113 426 9306

Ben Warner

Corporate Tax Assistant

0113 426 9301

Charlie Hill

Private Client Tax Assistant

Elias Cox

Corporate Tax Assistant

0113 426 9314

Vishnupriya Balakrishnan

UK Private Client Tax Trainee

See All

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Our Clients Love us

Scroll through the testimonials from our clients.

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

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!

Private Equity Executive and Entrepreneur

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!

Mergers & Acquisitions, BP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

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.

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

The service provided by Alister and colleagues was exemplary, efficient and timely. While my tax return was a long way from being complex, it did involve a non-standard issue which was researched fully and dealt with expertly.

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank

Always aware of opportunities to reduce taxes.

Senior Partner, Covington & Burling LLP

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Exceptional turn around time on any questions/problems presented

Serial Investor & Entrepeneur

Exceptionally thorough responses delivered in a very timely manner.

Senior Managing Director, State Street Alternative Investment Solutions

Private Equity Executive and Entrepreneur

Mergers & Acquisitions, BP

TAP have always delivered outstanding advice and support.

CEO, Major Italian Bank

TAP sought ways to save us tax and made the process straightforward.

Professor, Oxford University

Overseas Property Developer

They were able to turn a HMRC GBP25,000 tax bill for income received in Germany into a GBP600 refund within a month!

Management Consultant, Oil & Gas, Altimus Management Solutions

Very clear and concise in explaining tax matters.

CEO, Asset Management Business

Very helpful throughout the process, available to answer one-off questions.

Director, JP Morgan

Very thorough and answered my queries.

Retired, Non-Dom

Excellent individual service for a very small client.

Propery Investor and Non-Resident Landlord

Extremely helpful in advising on mine and my wife's situation with differences between US and UK along with setting up a business.

Central Bank Rates Sales Executive, HSBC

Proactive in looking out for my interests with respect to tax and trust planning.

Managing Partner, Astor Ridge LLP

TAP have always been very responsive and thorough in the answers. It's been a pleasure working with you!

Chief Trading Officer, Asset Strategies Group

TAP have been incredible when it comes to responding fast and with clarity

Media Entrepeneur

TAP have been professional and thorough in every regard, pointing out pros and cons of all choices and assisting with my international circumstances brilliantly.

International Finance Executive

Professor Brian Faragher

Commonwealth Scholarship Commissioner and Emeritus Professor of Medical Statistics at the Liverpool School of Tropical Medicine

Unrelenting commitment to offering the best service to myself and my company as well as sincere considered advice as my business has grown which has been an invaluable asset.

Director, Lily Vanilli Ltd

Very competent, always friendly and great to deal with.

Director, Market Risk Change Management, Deutsche Bank