Inheritance Tax Planning

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise...

  • Individuals whose estate planning is close to the nil rate band or many times larger
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
  • On both lifetime transfers and wills

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid 'giving away too much too soon'.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01707 258844. Or if you would prefer, ask us a question online.


Hitchin Office

Jones Hunt Keelings, 71 Knowl Piece, Wilbury Way, Hitchin, Hertfordshire SG4 0TY

01462 459090

Hatfield Office

Jones Hunt Keelings, Broad House, 1 The Broadway, Old Hatfield, Hertfordshire AL9 5BG

01707 258844

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