Inheritance Tax Planning

There is nothing more tragic than your life’s work not going to those you want it to go to. Unlike with Capital Gains Tax, there is no relief from Inheritance Tax on your private home. With this in mind it is clear that, for many people, IHT has the potential to be a real problem and the longer it is put off, the greater that problem can become.

At Purves we can devise strategies to help make sure your estate goes to the right people and your tax bill is kept to a minimum.

• Help with drawing up and reviewing your Will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property

Please contact Stephen Smith to discuss your needs.