Inheritance Tax Planning, Trusts & Estate Administration Services
We work with individuals and families to preserve wealth across generations, providing clear, practical advice on Inheritance Tax planning, trusts and estate administration.
Our approach simplifies complex tax rules and focuses on helping you pass assets to your beneficiaries in the most tax-efficient and controlled way possible.
Why Use a Tax Adviser for Inheritance Tax Planning?
Inheritance Tax planning is complex, and without expert guidance, it’s easy to overlook reliefs, exemptions or planning opportunities that could significantly reduce your liability. A specialist tax adviser helps you understand your exposure and put practical steps in place to protect your estate.
By taking a joined-up approach across trusts, pensions and estate planning, they ensure your assets are passed on in the most tax-efficient and controlled way – giving you clarity, confidence and peace of mind.
Not Ready for Full Inheritance Tax Planning?
If you’re unsure whether Inheritance Tax is likely to affect your estate, our Fixed Fee Inheritance Tax Review provides a practical first step. You’ll receive an assessment of your potential exposure, a personalised report and recommendations tailored to your circumstances.
Our Inheritance Tax Planning, Trust & Executry Services
Inheritance Tax Planning
We provide proactive Inheritance Tax planning to help you reduce liabilities and protect your wealth for future generations.
Executry & Estate Administration
We guide executors through the estate administration process, ensuring all tax and legal obligations are handled efficiently and accurately.
Trust Planning & Administration
We advise on the use of trusts to protect assets, manage wealth and support long-term succession planning.
Inheritance Tax Review
We provide fixed-fee Inheritance Tax Reviews to help you understand your potential tax exposure and identify opportunities for effective estate planning.
Why Choose Henderson Loggie for Inheritance Tax Planning?
We bring together specialist expertise across Inheritance Tax, trusts and estate administration to deliver advice that is tailored to your unique circumstances. Rather than applying generic solutions, we take the time to understand your goals and structure a plan that works for you, explaining everything clearly and without unnecessary jargon.
Our end-to-end service means we support you at every stage, from initial planning through to estate administration, giving you a consistent and trusted point of contact. With a personal, relationship-led approach, you can feel confident that your affairs are managed with care, clarity and long-term focus.
Meet our Inheritance Tax Planning team
Lucy Crow
Director
Darren Wyllie
Assistant Manager
Peter James
Assistant Manager
Inheritance Tax Planning, Trusts & Executry FAQs
From April 2027, most unused pension funds may form part of your estate for IHT purposes, making planning more important than ever.
IHT is typically charged at 40% on assets above the available thresholds. However, reliefs and exemptions can significantly reduce this.
Yes. Careful planning, such as gifting, using exemptions, trusts and structuring assets, can reduce your tax exposure.
Not always. Trusts can be effective for control and protection, but suitability depends on your personal circumstances and objectives.
An executor is responsible for administering an estate, including valuing assets, paying tax and distributing funds to beneficiaries.
Simple estates may take several months, while more complex estates can take longer, particularly where property, businesses or multiple beneficiaries are involved.
Regular reviews are recommended, particularly after major life events or changes in tax legislation.
It’s never too early. Starting sooner gives you more time and flexibility to reduce potential liabilities.
Not necessarily. If you continue to benefit from the gifted asset, it may still be included in your estate. Professional advice is essential before making gifts.
