Inheritance Tax planning

Inheritance Tax (IHT) is the tax paid on assets by an estate’s executors before any distributions are made to a will’s beneficiaries. It can subtract a sizeable portion of the inheritance you leave to loved ones, even after all applicable allowances are factored in.

Expert IHT planning can protect your assets, lead to considerable savings, and have a significant impact on the next generation of your family. Our IHT planning team is experienced in navigating IHT rules and regulations. We can assist you with diligent, long-term planning, offering professional guidance that can help to minimise or, in some cases, eradicate the tax burden on your estate.

Expert Inheritance Tax advisers in Wiltshire

If your net estate exceeds £325,000 in value, it may be affected by IHT when you die.

Our team of skilled inheritance tax advisers has in-depth knowledge of IHT. We regularly work with clients in Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford, and in other parts of Wiltshire, Berkshire and beyond.

We will take the time to understand your current position, including wills, assets, business interests, trust deeds, and death-in-service benefits, tailoring our advice to suit you and help preserve your estate.

Exceptional IHT planning

The best IHT planning solution varies from family to family. Once we understand your circumstances, we can create a structure that will mitigate your estate’s exposure to inheritance tax.

Efficient IHT planning could call for the transfer of assets from your estate into a trust, or directly to the beneficiaries themselves. It could also involve the use of any available exemptions and reliefs, including life assurance policies and lifetime gifts.

Our comprehensive IHT planning service combines long-term strategy with expert advice, identifying all possible saving opportunities to protect your legacy.

Contact us

David Owen is a partner-led accountancy firm with offices in Devizes and Marlborough. We offer a wide range of personal tax services, including Inheritance Tax planning. To find out how we can help you, please get in touch.

Michael Buckland Partner - FCA DChA
Andrew Coombes Partner - FCCA
Rachel Atkins
Rachel Atkins Partner - BSc FCA
Julian Pocock Partner - BMedSc FCA CTA
Joe Bunton Partner - ACA

Capital Gains Tax planning

David Owen have been providing accounting services for me for a number of years and I can say with confidence they are diligent, proactive and thoroughly professional
Mitch Griffiths, Owner and Artist
We have worked with David Owen for many years and have always received a timely and bespoke service. The dedicated, partner-led Gaiger client team have taken the time to get to know our business thoroughly and this is reflected in the insight and advice we receive to help inform our decision making. The continuity of service provided has been crucial over the years. We cannot recommend David Owen highly enough, they are truly trusted business partners
Sam Gaiger, Director, Gaiger Bros Ltd

Get in touch

Choosing the right accountant to help you with your business finances is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.

Please contact us for a no-obligation initial conversation.