Inheritance tax planning

Ensuring your lifetime’s wealth goes to your beneficiaries, not to the taxman
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You want your estate to pass into the hands of your chosen beneficiaries.

And yet, all too often we meet clients who are shocked at how much of their inheritance is taken from them before they even see it! In fact, at present rates, the taxman can take up to 40% of your estate!

Worse still, dramatic increases in property values have not been matched by an increase in the IHT threshold. Which has led to many more estates falling within the taxman’s grasp, making your estate planning an urgent priority.

At Chandlers we can help you with your estate planning, including succession planning and business exit strategies.

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Safeguarding your estate

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Reduce your tax liability

There are a number of ways to reduce the potential tax liability on your estate, and they all involve careful planning – often over a long period.

Lifetime gifts, the judicious uses of trusts, and care with the transfer of agricultural and business property can all help to reduce IHT liability.

It is also possible to mitigate potential inheritance tax liabilities by arranging adequate life assurance cover.

Chandlers also helps with the drafting and updating of your will, and where appropriate, act as trustees or executors.

"I'm a foreign national with a fairly complicated freelance and investment income situation. Richard Shaul and Chandlers have been my accountants for five years, and have sorted through matters for me with skill, efficiency and, when requested, against urgent deadlines. A fine job, consistently. I heartily recommend them!"

− Bill Wright

"Richard has been my accountant for almost 15 years. He has always delivered a timely, pragmatic and value-for-money service throughout that time. He is able to demystify the complexities of accounting – and tax in particular - and articulate sane and clear advice in layman's terms. I would recommend Richard and his firm without reservation."

− Nick Bennett

"I have worked with Chandlers for the last 8 years and have never looked back. Perhaps most importantly, they always make themselves available – offering their very perceptive and professional advice. As a small to medium sized FCA regulated firm I have the upmost confidence leaving our outsourced accounting and payroll functions in Chandler's unquestionably capable guardianship."

− Arnoud van Leeuwen

"Richard Shaul has been my accountant for the last 5 years. He's quick and meticulous, and the service he provides is very good value for money. He has a high level of technical knowledge and he's somebody I can talk to and trust. He ticks all the boxes for me."

− Antonio (Dentist)

"Approachable, supportive and dejargonized accountancy support - I'd recommend him to anyone. Thank you Richard for all your support over the last 6 years."

"Sound, sensible advice plus when your work life is really hectic, you can be sure he will keep you on track with those polite deadline reminders which have been priceless. I've recommended Richard to friends and colleagues who have always been more than happy with the guidance he had provided. Couldn't do without him!"

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If you miss deadlines, deliver incorrect returns or fail to retain or present appropriate records the Inland Revenue will penalise you. Let us spare you all the headaches.
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Inheritance tax planning

All too often we meet clients who are shocked at how much of their inheritance is taken from them before they even see it!
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In recent years HM Revenue and Customs (HMRC) has got tough on non-compliance, regularly carrying out random enquiries.
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