Inheritance Tax

Planning for the future of your estate is about more than compliance - it’s about protecting your wealth, ensuring your wishes are carried out, and minimising the tax burden on your loved ones. Our inheritance tax services are designed to give you clarity, confidence, and peace of mind.

What We Offer

We provide tailored advice and practical solutions to help you manage your estate efficiently:

Estate Planning

Structuring your assets to reduce IHT liability and protect family wealth.

Lifetime Gifts & Exemptions

Maximising available reliefs and allowances, including annual exemptions and gifts to charities or family members.

Inheritance Tax Calculations

Clear projections to understand potential liabilities and plan accordingly.

Trusts & Wealth Preservation

Advice on creating and managing trusts to protect assets, support family members, and optimise inheritance tax efficiency.

Succession Planning

Guidance on passing on your business, property, or other valuable assets efficiently.

Why Choose Surrey Hills Tax?

Inheritance tax can be complex, but with careful planning, it doesn’t have to be a burden. Our team combines deep expertise with a practical, client-focused approach:

  • We identify opportunities to reduce IHT liability legally and effectively.

  • We provide strategies that align with your family, business, and personal goals.

  • We ensure your estate is structured to benefit the people who matter most.

Ready to reduce your Inheritance Tax?

Don’t leave your estate planning to chance. Contact us today to review your circumstances and create a personalised inheritance tax strategy that secures your legacy for the next generation.