Inheritance Tax Services for Individuals in Maidenhead - Wilson Partners
“With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums.”

Sarah Clarke, Wilson Partners

Sarah Clarke
What we do > Private individuals > Inheritance tax

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. With inheritance tax currently at 40%, there is potentially a large tax bill to pay and careful planning in this area can really add value and save substantial sums.

There are many options to consider and almost every case is different due to unique family circumstances. We’d love to talk to you to understand your specific position and help you explore the steps you might be able to take to minimise exposure to inheritance tax for your loved ones.

Let’s start the conversation.

See our personal tax case studies including how we saved £1.7m on a £5m estate

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No one likes to talk about death and hardly anyone like to talk about tax, so Inheritance Tax (IHT), being a tax that is predominantly in point when someone dies, is a difficult topic and one many don’t think about during their lifetime. Our latest…

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