Inheritance Tax (IHT) Planning

Inheritance Tax can significantly impact the legacy you leave behind—but with careful planning, much of it can be reduced or avoided.

Want to talk through what you need? Give us a call on 0117 950 7737

Key Features of Inheritance Tax (IHT) Planning

Estate Valuation and IHT Forecasting

We calculate your estate’s current IHT exposure and identify risks or planning opportunities.

Gifting and Relief Strategies

We advise on tax-efficient gifting, spousal exemptions, and Business/ Agricultural Relief.

Will and Trust Collaboration

We work with legal advisers to implement trusts and structures that reduce your estate’s liability.

You’ve worked hard to build your wealth—why let the taxman take more than necessary? We help you leave more to those who matter most.

Paul Day FMAAT
Owner
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More about Inheritance Tax (IHT) Planning

Inheritance Tax can erode the wealth you leave behind, but with forward planning, much of it can be avoided. Brackenfern’s IHT planning helps you understand your current exposure and use allowances, trusts, and gifting strategies to protect your estate. We also collaborate with solicitors on wills and estate structures. Whether you’re thinking about legacy planning or actively managing an estate, our advice ensures more of your wealth reaches the people you care about.

See FAQs about Inheritance Tax (IHT) Planning

Yes—placed in trust, it can help cover IHT without inflating your estate’s value.
A will is vital. We help align your financial and legal plans to minimise tax.
Relief that reduces or eliminates IHT on qualifying business assets—often overlooked.
Yes—within limits. Some gifts are immediately exempt, others become exempt after 7 years.
It’s the portion of your estate that isn’t taxed—£325,000 per person, plus an additional £175,000 if you pass on a home.
The standard threshold is ÂŁ325,000, but it can increase if your estate includes your home passed to direct descendants.

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