Inheritance Tax, 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.
Our Inheritance Tax, 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.
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
Dawn MacDougall
Partner
Inheritance Tax, Trusts & Executry FAQs
Will my pension be subject to Inheritance Tax?
How much Inheritance Tax will my estate pay?
Can I reduce my Inheritance Tax liability?
Do I need a trust for Inheritance Tax planning?
What does an executor do?
How long does estate administration take?
When should I review my estate plan?
Am I too young to start Inheritance Tax planning?
Are gifts always exempt after seven years?
