Inheritance Tax

Whilst many people are well versed in the principles of inheritance tax, it is becoming an area where professional advice is often necessary.

With proposed changes to Business Relief and Agricultural Relief, proper tax planning along with specialist advice is becoming increasingly important. There are many little known reliefs including gifts out of accumulated income, death on active service and prior estate duty exemptions.

Inheritance tax as it applies to trusts can be exceptionally complicated. Our experts are well versed in the management and mitigation of potential inheritance tax positions.

Our experts are on hand

Steven Howells
Having majored in the trust space for over thirty years, Steve accumulated a deep and extensive knowledge of trust formation and restructuring. Focussing more on the group as a whole, Steve is responsible for day to day operational matters and Arcadia's long term strategic direction.
Susie Rycroft
Susie Rycroft
Director | Solicitor
Susie qualified as a solicitor in 2005 and has specialised in private client ever since. Susie's expert knowledge of trust law and her pragmatic, client-centered approach is welcomed by trustees, executors and beneficiaries alike.