Estate Planning Accountants Services
Browse our specialist service categories. Choose the service you need and we give you a fixed written quote before any work starts.
- Inheritance tax planning and mitigation
- Trusts and lifetime gifting
- Probate and estate administration
- Business and Agricultural Relief succession
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Inheritance Tax Planning
Reduce the inheritance tax your estate will pay, legitimately, using the nil-rate bands, exemptions, gifting and reliefs. Matched accountants model your estate and build a plan you can actually follow.
Explore this serviceTrusts & Trust Administration
Whether a trust belongs in your plan, which type, and how to run one compliantly: setting up, the ten-year and exit charges, trustee duties, and the tax returns trusts now require.
Explore this serviceWills & Estate Structuring
The tax and structuring side of getting your estate in order: how your will interacts with IHT, who should own what, beneficiary and pension nominations, and keeping the plan current as the rules change.
Explore this serviceProbate & Estate Administration
Support for executors: valuing the estate, completing the HMRC inheritance tax account, paying the tax, applying for probate and distributing the estate correctly, with the IHT calculations done properly.
Explore this serviceLifetime Gifting & IHT Mitigation
Giving while you live, done properly: the annual and small-gift exemptions, the seven-year rule and taper relief, regular gifts out of surplus income, and keeping the records HMRC will want.
Explore this serviceBusiness Relief & Succession
Passing on a business or farm tax-efficiently: Business Relief and Agricultural Relief, the April 2026 changes capping 100% relief, and structuring succession so the next generation inherits without a forced sale.
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