IN Accountancy

Inheritance Tax: Protect What You’ve Built, Plan for What Comes Next

You’ve worked hard to build your wealth — so the last thing you want is to see 40% of it disappear in tax.

Inheritance Tax (IHT) is often seen as something to deal with “later”, but planning early — and reviewing regularly — is the key to protecting more of your estate for the people and causes you care about.

At IN Accountancy, we’ll help you understand your IHT exposure and put practical, tax-efficient plans in place — without compromising your lifestyle or peace of mind.

With our support, you'll:

Understand how IHT applies to your personal and business assets.
Calculate your likely liability — and what can be done to reduce it.
Make full use of nil-rate bands, business relief, and gifting exemptions
Explore strategies such as trusts, family investment companies, or life insurance in trust.
Align your IHT planning with your personal, family and legacy goals.

Whats Changed in 2024?

The 2024 Budget brought speculation around potential reform to Inheritance Tax — but no major changes were made to the core thresholds or rates. This means:

What this means: there’s still time and opportunity to plan. But the sooner you act, the more options you’ll have.

Who Needs IHT Planning?

Business Owners & Entrepreneurs

You may think your business is outside the IHT net — but if you’ve sold, retired, or changed structure, that may no longer be the case. We’ll help you protect the value you’ve created.

Property Owners

Rising house prices mean many estates now exceed IHT thresholds. We’ll help you make the most of available allowances and plan gifting or trust strategies that suit your circumstances.

High Net Worth Individuals 

The more you have, the more tax you stand to lose. We’ll build a tailored strategy to balance control, access, and tax-efficiency — while helping you define what you want your legacy to look like.

Planning Early is Planning Smart

You don’t need to have all the answers — you just need to start the conversation.

With IN Accountancy’s guidance, you’ll gain clarity, control, and peace of mind — knowing that your wealth will go where you want it to, not to HMRC.
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At IN Accountancy there are a few things which are really important to us:

Ultimately it comes down to just two words:

WE CARE…

About you, your business, our team, our business, the local community and the environment.
We always strive to do our best, to improve that best and to go the extra mile.

Honesty and integrity:

We do what we say we will do. Simple.

Attention to detail:

Something you should expect from your accountant!

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We want you to feel at ease and well looked after – no such thing as a silly question.

Proactive and responsive:

We understand how important communication is to you, and will always respond to you quickly.

Keeping it simple:

We take a no-jargon approach and aim to help you understand the numbers that really matter in your business.

Kaizen:

Our philosophy is to strive for continuous improvement and empowerment for all.

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Inheritance Tax and Gifting Made Simple

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13 October 2019

Inheritance Tax: Protect What You’ve Built, Plan for What Comes Next

You’ve worked hard to build your wealth — so the last thing you want is to see 40% of it disappear in tax.

With our support, you'll:

Whats Changed in 2024?

What this means: there’s still time and opportunity to plan. But the sooner you act, the more options you’ll have.

Who Needs IHT Planning?

Business Owners & Entrepreneurs

Property Owners

High Net Worth Individuals

Planning Early is Planning Smart

At IN Accountancy there are a few things which are really important to us:

Honesty and integrity:

Attention to detail:

Friendly and approachable:

Proactive and responsive:

Keeping it simple:

Kaizen:

Related News

Inheritance Tax and Gifting Made Simple

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