Registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers

Case Study 3 – Inheritance Tax Planning

We were approached by the clients accountant to provide a technical understanding of some inheritance tax planning the client worked to implement. This includes Business property relief, Agricultural property relief, Residence Nil Rate Band, transfer to trusts.

If you would like further information and assistance with IHT planning contact 01228 -276606