Inheritance tax advisors: keep more of your wealth in the family
With the right planning, far less of your estate needs to go to a tax bill. We help you reduce future inheritance tax and pass more on to the people you love, working alongside trusted solicitors and estate planners.
- Reduce a future IHT bill
- Gifting and trust strategies (with legal partners)
- Protect your family's inheritance
Most inheritance tax is avoidable, with early planning
Inheritance tax catches more families every year, often those who never thought of themselves as wealthy. The good news is that most of it is avoidable with early planning. We review your estate, model what your family could face, and, with trusted solicitors and estate planners, put strategies in place (gifting, trusts, tax-efficient investments and the right use of your pension) to reduce the bill and protect your legacy.
How IHT planning works with us
Why Positive Advisers for IHT planning
What clients say
“I'd put off pension planning, wills and life insurance for years; Mark took away the complication and walked me through everything calmly and without judgement.”
“Very good, individual and professional service, support with everything from finances and insurance through to the will. Highly recommended.”
“A wealth of knowledge on managing finances at all levels, clear, honest and warm with it.”
Meet your estate planning adviser
Mark Scott leads our inheritance tax and estate work, coordinating financial and legal advice so your family's plan holds together.
Inheritance tax planning FAQs
When should I start IHT planning?
The earlier the better, many of the most effective strategies work best over time.
Do you write the wills and trusts?
We provide the financial planning and work in partnership with solicitors and estate planners who handle the legal documents.
What does it cost?
Free first consultation; fees agreed in writing before any work begins.