Inheritance Tax Planning

Saving tax?

It is an important part of life to ensure that the correct taxes are paid but also ensure that you do not pay taxes unnecessarily.

Would you pay income tax if you didn't have to? No? So, why do so many people pay Inheritance Tax when they don't have to?

Some people seem to think that Inheritance Tax is payable and there's nothing they can do about it... WRONG!

There are many ways to make sure you do not pay more Inheritance Tax on your death, than you should. Protect you cash and assets for your loved ones.

We make it as easy as we can, either meet us for a cuppa and handover details of your assets or e-mail the details to us and have a chat over the phone if that's easier!. We will then prepare a simple, easy to understand report which explains how you can minimise your tax liability.

We offer a fixed fee service of 1% of the potential IHT saving. Recently we saved a couple more than £300,000 in potential unnecessary IHT liability simply by changing the way life insurance policies were paid. The couple passed us all their details and told us to 'do your best'...and that's what we did. After deducting legal fees they have saved £297,000. They thought it was a bargain and we tend to agree!

Chris Hutchinson

Senior Solicitor

I love one of the main philosophies of James legal; this is that we are people first, and lawyers...

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