Inheritance Tax Planning

Inheritance Tax (IHT) planning is about ensuring that more of your estate passes to the people you care about, rather than being lost unnecessarily to tax.

With the right advice and early planning, it is often possible to reduce potential inheritance tax exposure and put clear, practical strategies in place that reflect your wishes.

At Macalester & Co, we make inheritance tax planning clear and straightforward, helping you understand your options and plan with confidence.

Why inheritance tax planning matters

Inheritance tax can significantly reduce the value of an estate if no planning is in place.

Planning ahead can help you:
- Understand how inheritance tax applies to your estate
- Make use of available allowances and exemptions
- Protect family wealth where appropriate
- Pass assets on in a controlled and tax-efficient way

How we help

Every estate is different. Our role is to explain your options clearly and help you make informed decisions that suit your circumstances and long-term goals.

Advice may include:
- Reviewing your current estate structure
- Wills and inheritance tax planning
- Use of trusts where appropriate
- Lifetime gifting strategies
- Business and property considerations
- Coordination with solicitors, tax advisers and other professionals where required

To understand more please use the Contact Form or email tracey@macalester.co.uk or call WhatsApp on 07544 066913