Sarah Clarke-Rae – Inheritance Tax - Wilson Partners
Accounting | Tax | Corporate Finance | R&D Tax Reliefs
  • Client Login
  • 0330 057 6265
Wilson Partners
Wilson Partners
logo
logo
  • Who we are
    • Our people
    • Our academy
    • Our culture
    • Team Events
    • Work for us
    • Giving back
    • Case studies
    • Video time
    • Recognition
  • What keeps you up?
    • I’m worried my business will run out of cash
    • I’m annoyed at the lack of interest from my existing accountant
    • I’m worried we’re paying too much tax
    • I’m spending too much time IN the business and not enough time ON it
    • Who’s going to buy my business?
    • I’m not enjoying my business like I used to
    • I think we should be more profitable
    • I feel lonely in my business
    • We don’t have the confidence to take the business to the next level
    • The business can’t survive without me
    • I’ve set up a new business and need help with the financials
    • I feel an overwhelming sense of responsibility for my team
    • I don’t know what my business is worth and whether it’s enough for me to retire
    • I know we’ve got a great business but can’t seem to make any money!
    • Intro placeholder
      What keeps you up?

      Trouble sleeping? You're not alone - here are the common things our clients tell us keep them awake at night.

    • Column A
      • I’m worried my business will run out of cash
      • I’m annoyed at the lack of interest from my existing accountant
      • Who’s going to buy my business?
      • I’m not enjoying my business like I used to
      • I think we should be more profitable
      • I feel lonely in my business
      • We don’t have the confidence to take the business to the next level
      • The business can’t survive without me
    • Column B
      • I’m not spending enough time with my family
      • I don’t know where we’re going with the business
      • I’m spending too much time IN the business and not enough time ON it
      • I’m worried we’re paying too much tax
      • I’ve set up a new business and need help with the financials
      • I feel an overwhelming sense of responsibility for my team
      • I don’t know what my business is worth and whether it’s enough for me to retire
      • I know we’ve got a great business but can’t seem to make any money!
  • What we do
  • Sectors
    • Care homes
    • Construction
    • Creative and media
    • Financial services
    • Life sciences
    • Manufacturing and industrials
    • Not-for-profit
    • Professional services
    • Property and real estate
    • Software
    • Technology
  • Insights
    • News
    • Blog
    • Events
    • Case studies
    • Our deals
    • Useful resources
    • eBooks
    • Video time
  • Contact Us

Videos

Sarah Clarke-Rae – Inheritance Tax

As we get a little older, it is inevitable that thoughts turn to inheritance tax and the understandable desire to reduce the tax burden on assets passed to the next generation.

Watch Video 

More videos

Autumn Budget report November 2025

Autumn Budget overview – November 2025

What is Making Tax Digital for Income Tax?

Who does Making Tax Digital for Income Tax affect?

Why does Making Tax Digital for Income Tax matter to you?

What should you do if you’re mandated into MTD for IT in April 2026?

Digital record keeping under MTD for IT

MTD for IT: Why should I take action now?

MTD for IT: Beyond 2026

How can Wilson Partners support you with the transition to MTD for IT?

Maidenhead

Wilson Partners Limited
TOR
Saint-Cloud Way
Maidenhead
Berkshire
SL6 8BN

Cambridge

Wilson Partners Limited
Windsor House
Station Court, Station Road
Great Shelford
Cambridge
CB22 5NE

Sevenoaks

Wilson Partners Limited
1st Floor
One Suffolk Way
Sevenoaks
Kent
TN13 1YL

Woking

Wilson Partners Limited
Chancery House
30 St Johns Road
Woking
Surrey
GU21 7SA

Plymouth

Wilson Partners Limited
7 Sandy Court
Ashleigh Way
Plympton
Plymouth
PL7 5JX

Oakham

Wilson Partners Limited
The Ketton Suite, King Centre
Main Road
Barleythorpe
Oakham
Rutland
LE15 7WD

Tonbridge

Wilson Partners*
North House
198 High Street
Tonbridge
Kent
TN9 1BE

SMEs

  • Accounting services
  • Acquisitions
  • Audit
  • Business recovery and restructuring
  • Business Tax
  • Business valuations service
  • Company secretarial services
  • Corporate Finance
  • FCA compliance reporting
  • Financial modelling
  • Financial reporting
  • Financial and tax due diligence
  • Fundraising
  • Inward Investment Services
  • Management buyouts
  • Outsourced finance function
  • Payroll
  • Selling / Exiting your business
  • Strategy and business improvement
  • Virtual FD

Corporate Finance

  • Corporate Finance Home
  • The team
  • Our deals
  • Sector M&A insights
  • News

Business Tax

  • Business Tax
  • Assistance with HMRC enquiries
  • BADR (formerly Entrepreneurs’ Relief)
  • Creative industries & film tax reliefs
  • EIS / SEIS
  • Employee share schemes
  • Grant applications
  • Patent Box
  • R&D expenditure credit (RDEC)
  • R&D tax relief (SME)
  • Share reorganisations
  • Tax investigations
  • Tax planning
  • Transfer pricing services

Private Equity

  • Financial due diligence
  • Transactional tax advice / structuring
  • Portfolio company services
  • Portfolio company exits
  • Corporate Finance
  • Business valuations service

Private individuals

  • Family Investment Companies
  • Inheritance Tax
  • International private client services
  • Making Tax Digital for Income Tax
  • Probate services
  • Property taxation
  • Tax compliance, planning and advisory services
  • Trust services
  • US tax services
  • Will writing
Make an enquiry

t: 0330 057 6265e: info@wilson-partners.co.uk

Terms of use

Privacy Policy

Client Area

Locations

Wilson Partners service clients seeking professional financial advice and planning as well as accountancy services in Maidenhead, Marlow, High Wycombe, Beaconsfield, Slough, Windsor, Reading, Henley, Berkshire, London and the City, Sevenoaks, Kent, Maidstone, Royal Tunbridge Wells, Cambridge, Bedford, Newmarket, Bury St Edmunds, Woking, Guildford, Farnborough, Camberley, Surrey, Oakham, Rutland, Plymouth, Exeter, Newton Abbott and Oxford.

Website designed by Journey

The term ‘Director’ is used to refer to a statutory director and principal of the company as registered at Companies House. Any other designations that include the term ‘Director’, for example ‘Associate Director’, are not registered statutory directors or principals of the registered company.
Wilson Partners Limited, a firm of Chartered Accountants registered in England. Registration number 05210891. Registered office, TOR, Saint-Cloud Way, Maidenhead, Berkshire, SL6 8BN.
Wilson Partners US Tax Services is a trading style of Craufurd Hale US Tax Services Ltd, registered in England & Wales number 12016666. Registered office: TOR, Saint-Cloud Way, Maidenhead, Berkshire SL6 8BN.
Wilson Partners is a trading style of CH Probate Services Ltd, registered in England & Wales under company number 16077813. Registered office Ground Floor, Arena Court, Crown Lane, Maidenhead SL6 8QZ. Licensed by the ICAEW to carry out Probate work. You can view our accreditation at icaew.com/probate under reference number C011006793 and access the relevant regulations at icaew.com/regulations.
WP Audit Limited is registered to carry on Audit work in the UK by the Institute of Chartered Accountants England and Wales under Registration C002824139.
WP Audit Services LLP is registered to carry on Audit work in the UK by the Institute of Chartered Accountants England and Wales under Registration C006658362.
Craufurd Hale Audit Services Limited is registered to carry on Audit work in the UK by the Institute of Chartered Accountants England and Wales under Registration C002244627.
Wilson Partners* is a trading style of Lindeyer Francis Ferguson Limited, a company registered in England and Wales No. 08959423.
Peplows Audit Limited is registered to carry on Audit work in the UK by the Institute of Chartered Accountants England and Wales under Registration 16058884.

Cyber Essentials certified plus

© Wilson Partners Limited