Inheritance Tax

Inheritance Tax (IHT) can significantly impact the value of what you leave behind for your loved ones. At DXE Accountants, we provide expert inheritance tax planning to help you protect your estate and pass on your wealth as tax-efficiently as possible.

We work closely with you to understand your assets, family situation, and long-term goals. We consider your current exposure to inheritance tax including any gifts made over the last 7 years, the value of your assets, residence and domicile status.

Inheritance tax planning in London and Cheadle Hulme

The following are just some of the consideration we can advise on:

  • Annual gift exemptions or gifts that may be free of IHT

  • Charitable donations

  • Reliefs such as business property reliefs or agricultural property reliefs

  • We can also advise on the tax consequences of utilising a trust

Planning ahead makes all the difference. Let us help you safeguard your legacy.