Inheritance Tax

Inheritance tax is the tax payable on your assets when they are passed on. There are many reliefs available and we are here to assist you with maximising the reliefs to protect and preserve assets for the next generation while working with you to ensure you have the income and assets for your future needs.

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.

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Key Expertise

School Fee Planning


Inheritance Tax Planning

Financial Services


  • Litigation support
  • Commercial disputes
  • Contentious share and business valuations
  • Personal injury claims
  • Sale and purchase disputes
  • Partnership disputes
  • Professional negligence
  • Investigation of fraud, irregularities, false accounting & accounting ‘blackholes’
  • Fraud prevention advice
  • Criminal cases including proceeds of crime
  • Independent determinations of disputes
  • Support for mediation


  • Independent, impartial, objective expert witness opinion
  • Experienced team – over 50 years of combined experience
  • Dedicated forensic accounting resources
  • Specialist backup – tax, insolvency, financial services
  • Extensive courtroom experience
  • Robust, yet easy to understand reporting (formal or informal)
  • Resources and ability to ‘mobilise’ quickly
  • Instructions on behalf of pursuers / defenders / ‘joint single expert’
  • No obligation review of initial papers

Key Contacts

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