Inheritance Tax & Succession Planning

While inheritance tax is important to consider, especially with the IHT receipts for HMRC increasing each year it is often not the most important consideration for people when considering long term planning.

Our inheritance tax & succession planning advisors are based across Scotland in our offices in Aberdeen, Dundee, Edinburgh and Glasgow.

Arrange a call

The larger concerns are having sufficient savings for a comfortable and happy retirement, long term care, providing for the next generation and protecting assets. 

Inheritance tax planning can often be considered much earlier than many realise and to start during your working life can ensure you are able to fully utilise the many reliefs and planning available. This can also mean you are able to help the next generation when they need it most while making sure you are not leaving yourself short in the future.

Life is constantly changing and there is always something new.  This could be a house move, a promotion at work, a new baby, or less welcome like a relationship problem, the diagnosis of an illness or the death of a loved one.

These are times when is it very important to put in place the right arrangements to provide for yourself and the people you care about when the unexpected happens.

How we can help

At Henderson Loggie we can provide expertly tailored advice and solutions to your family’s particular needs and circumstances.

Whether you are planning for retirement or future generations we have the skills required to guide you through this process.

  • Reducing your inheritance tax bill
  • Passing assets on to your family
  • Business succession planning
  • School fee planning
  • Retirement planning

IHT and retirement planning allows you to choose what you want to happen during your lifetime and after your death, making the lives of you and your loved ones much easier. It can also preserve family wealth so it passes down the generations, rather than be lost to IHT or other potential “wealth reducers” such as divorce or residential care fees.

If you are ready to start talking about your plans or would like to find out more, don’t hesitate to get in touch.

Arrange a call

Related content

You’ll find lots of helpful IHT & Succession planning articles on our website, covering a range of topics.

Autumn Statement – November 2023 Posted
Have you considered your Inheritance Tax (IHT) position? Posted
School and University Fees Planning Posted
Autumn Statement Summary Posted
Trust Registration Service Posted
How can I use a trust to reduce my Inheritance Tax? Posted

Meet our Inheritance Tax team

Lucy Crow

Lucy Crow

Director

I am Chartered Tax Advisor qualified and have worked in tax for over 12 years, specialising in personal tax.  I work with a wide range of personal tax clients, from small sole traders to high…
Read more
Dawn MacDougall

Dawn MacDougall

Partner

I was previously head of tax in EY’s Inverness office where I worked with owner-managed businesses and landed estates throughout the UK. I qualified as a Chartered Accountant in EY’s Edinburgh office and before re-joining…
Read more

Get in touch