This websites use cookies. By continuing to browse the site you are agreeing to our use of cookies. For more details about cookies and how to manage them, see our cookie policy.

An Inheritance Tax Challenge

As a successful businessman, Mr Davies had accumulated a substantial amount of wealth during his working life. Due to current Inheritance Tax allowances he had a substantial inheritance tax (IHT) exposure. With over £2 million of assets above the IHT allowance, he sought our advice to help him manage his financial exposure.

Magnifying glass

Our Approach

We started by gifting money and property to children, alongside utilising tax efficient investments to reduce his exposure to inheritance tax. It became clear that he had a number of different investments and pensions which needed restructuring and simplifying, so we restructured some of investments to simplify his portfolio. As a final tax efficient measure, we advised him to make further contributions into his pension,since this falls outside of your estate for inheritance tax purposes.


The Outcome

By undertaking a thorough review, we reduced his exposure to inheritance tax by £1 million and we are now working with him to reduce the remaining amount.

Arrange a free initial no obligation consultation

Enter security code:
Security code

Or call on 0117 907 1965


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965