For property investors and family business owners, the right structure today makes a significant difference to what's passed on tomorrow. We advise at a level of technical depth most generalist advisers can't offer.
With the IHT nil-rate band frozen to 2030 and APR/BPR reforms from April 2026, the window for certain planning strategies is narrowing. We help clients understand their current exposure and take structured steps to reduce it over time.
Rules have moved considerably and a structure that made sense a few years ago may now be working against you. A short conversation will tell you whether it is worth a closer look.
Book a call →30 minutes, no charge, no pitch
40% on estates above the nil-rate band (£325,000 per individual, plus £175,000 residence nil-rate band where applicable).
Transferring properties to a company triggers CGT and potentially SDLT. We model the full picture, including long term IHT savings, before advising.
An initial conversation costs nothing. We'll give you a clear sense of your position and what options are available.
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