Fixed Fee Inheritance Tax Review
Our Fixed Fee Inheritance Tax Review provides a clear assessment of your current position, helping you understand how future Inheritance Tax changes could affect your estate.
For a fixed fee of £675 + VAT, our specialists will review your circumstances, assess your potential exposure and provide a personalised report outlining planning opportunities and recommended next steps.
Ideal for business owners, farmers, landowners, property investors and families with estates exceeding £2 million.
Why Book An Inheritance Tax Review?
Many individuals and families are unsure whether their estate could be affected by Inheritance Tax.
An Inheritance Tax Review helps you:
- Understand your current tax exposure
- Assess the impact of upcoming legislative changes
- Identify potential risks and planning opportunities
- Review existing succession arrangements
- Decide whether further planning may be required
Rather than implementing a full Inheritance Tax strategy, this review provides a clear picture of your current position and potential next steps.
When Should You Consider An Inheritance Tax Review?
You may benefit from a review if you:
- Have assets worth more than £2 million
- Own a business or shares in a family company
- Own agricultural land or farming assets
- Have significant pension wealth
- Have a property portfolio
- Are approaching retirement
- Have not reviewed your estate for several years
The earlier potential issues are identified, the more options are likely to be available.
What’s Included In The Fixed Fee Inheritance Tax Review?
Our review is designed to provide clarity on your current position and help you understand whether any action may be required.
You’ll receive:
- Initial consultation with a specialist tax adviser
- Review of your estate and key assets
- Assessment of potential Inheritance Tax exposure
- Personalised written report
- Practical recommendations
- No-obligation discussion regarding possible next steps
Fixed Fee: £675 + VAT
Upcoming Inheritance Tax Changes
Will Frozen Tax Thresholds Increase Inheritance Tax?
The Nil Rate Band and Residence Nil Rate Band are expected to remain frozen until 2030, meaning more estates could become liable for Inheritance Tax as asset values continue to rise.
How Will Changes To Business & Agricultural Relief Affect Estates?
Expected changes from April 2026 may affect qualifying business and agricultural assets, potentially increasing the amount of Inheritance Tax payable on some estates.
Will Pension Assets Be Subject To Inheritance Tax?
Proposed changes from April 2027 are expected to bring pension assets within an individual’s taxable estate, creating new planning considerations for many families.
Is This Inheritance Tax Review Right for You?
This review is particularly useful for:
- Business Owners
- Farmers and landowners
- Propery investors
- Families with estates over £2 million
- Individuals approaching retirement
What’s Included in Your Review?
Initial Consultation
Meet with one of our Private Client Tax specialists to discuss your estate, assets, objectives and any concerns regarding future Inheritance Tax exposure.
Inheritance Tax Assessment
We assess the information provided and review your current Inheritance Tax position, highlighting potential liabilities and areas requiring consideration.
Tailored Written Report
Receive a tailored report outlining your estimated exposure, available reliefs and potential planning opportunities.
No-Obligation Next Steps
Where appropriate, we’ll explain possible planning options and provide a clear indication of any further support available.
What You’ll Leave With
Following your review, you’ll have:
✔ A clearer understanding of your potential Inheritance Tax exposure
✔ Insight into how upcoming tax changes may affect your estate
✔ A personalised assessment of your current position
✔ Practical recommendations tailored to your circumstances
✔ Confidence in deciding whether further planning is required
How Is This Different From Full Inheritance Tax Planning?
Our Fixed Fee Inheritance Tax Review is designed as a first step.
It provides an assessment of your current position and highlights potential planning opportunities. If more complex planning is required, we can discuss this separately and provide recommendations tailored to your circumstances.
Why Choose Henderson Loggie?
Our Private Client Tax specialists help individuals, families, business owners, farmers and landowners understand their Inheritance Tax position with clear, practical advice.
What Makes Our Review Different?
- Fixed fee with no hidden costs
- Specialist Inheritance Tax expertise
- Clear, jargon-free recommendations
- Tailored written report
- No obligation to proceed with further work
- Support available if additional planning is needed
Frequently Asked Questions
What Is An Inheritance Tax Review?
How Much Does An Inheritance Tax Review Cost?
Who Should Consider An Inheritance Tax Review?
What Information Do I Need For An Inheritance Tax Review?
What's The Difference Between An Inheritance Tax Review And Inheritance Tax Planning?
Will I Receive A Written Report?
Am I Obliged To Proceed With Further Work?
Why Should I Have An Inheritance Tax Review?
