Strategic inheritance tax advice and planning. Protect assets with ACG.
Inheritance Tax Planning Made Simple with Audit Consulting Group
Planning for the future is one of the smartest decisions you can make, and inheritance tax planning is a critical part of that journey. At Audit Consulting Group, we specialise in making complex financial topics clear and manageable. Our team of experienced inheritance tax experts is here to help you protect your assets, reduce your tax liabilities, and ensure your family’s financial future is secure.
What Is Inheritance Tax Planning and Why Does It Matter?
Inheritance tax planning involves organising your finances and estate in a way that reduces the amount of tax your beneficiaries may need to pay after your death. In the UK, the standard inheritance tax (IHT) rate is 40% on estates above the tax-free threshold (currently £325,000).
Without proper planning, your loved ones could face a substantial tax bill. That’s where we come in. Our inheritance tax planning advice is designed to help you make the most of available reliefs, exemptions, and strategic planning opportunities.
Why Choose Audit Consulting Group for Inheritance Tax Advice?
We believe that every client deserves a tailored approach. Whether you’re searching for “inheritance tax advice near me” or looking for trusted “inheritance tax experts near me,” Audit Consulting Group offers:
- Personalised consultations to assess your unique situation
- Decades of combined experience in tax and estate planning
- Free initial inheritance tax advice to get you started with no obligation
- Transparent pricing with no hidden fees
- A dedicated advisor who understands UK tax laws inside and out
How Our Inheritance Tax Planning Advice Can Help You
We offer a full suite of services designed to cover all aspects of inheritance tax and estate planning:
- Estate Valuation and Threshold Analysis
We assess the total value of your estate and compare it to current IHT thresholds. This helps identify potential tax liabilities early on.
- Use of Nil-Rate Band and Residence Nil-Rate Band
We guide you through making the best use of your nil-rate bands and residence allowances, ensuring your heirs benefit from the maximum tax-free amount possible.
- Lifetime Gifts and Trusts
We help structure gifts and trusts to reduce your taxable estate while keeping you in control of your assets.
- Business Relief and Agricultural Relief
Own a business or agricultural property? We’ll help you claim valuable reliefs to reduce or eliminate IHT on qualifying assets.
- Regular Reviews and Updates
Tax laws change. So do family situations. Our ongoing support ensures your plan remains up to date.
Real People. Real Results.
Client Case Study: Mr. Thompson, Manchester
Mr. Thompson was concerned about leaving his family with a hefty tax bill. After working with our inheritance tax experts, he:
- Reduced his estate’s taxable value by over £300,000
- Set up a family trust for his grandchildren’s education
- Created a legacy that aligned with his personal wishes
“Audit Consulting Group made the whole process so simple and stress-free. I now feel confident that my family is protected.”
Client Case Study: The Patel Family, London
Facing complex estate issues due to multiple properties and overseas investments, the Patels came to us for help with inheritance tax planning:
- We identified overlooked tax reliefs, saving the family over £200,000
- Restructured assets to maximise nil-rate band usage
- Provided ongoing tax advice to ensure compliance and optimisation
Frequently Asked Questions (FAQ)
- What is inheritance tax and when is it paid? Inheritance tax is a tax on the estate (property, money, and possessions) of someone who has died. It is typically paid by the executor of the will before assets are distributed.
- How much inheritance tax will my family pay? The standard rate is 40%, but it only applies to the value of the estate above the £325,000 threshold. This threshold can be higher if you leave your home to direct descendants.
- Can inheritance tax be avoided legally? Yes, with proper planning. Using trusts, lifetime gifts, and other strategies can reduce or even eliminate your IHT liability.
- Is it worth getting inheritance tax advice near me? Absolutely. Local advice means your advisor understands local property markets and council policies, which can affect estate planning decisions.
- How do I get started with inheritance tax planning? Simply contact us for a free initial consultation. We’ll guide you through every step.
Free Inheritance Tax Advice: No Strings Attached
Worried about costs? Our free inheritance tax advice sessions are designed to give you a clear understanding of your options without any obligation. We’ll explain what inheritance tax is, how it affects you, and what you can do to manage it effectively.
Our Expertise Speaks for Itself
We are proud to be recognised among the top inheritance tax experts in the UK. Our clients include high-net-worth individuals, business owners, and families looking for peace of mind. We take the time to understand your goals and customise every plan accordingly.
Reviews from Our Clients
“I was overwhelmed at first, but the team at Audit Consulting Group helped me navigate every step. I now have a full estate plan and a better night’s sleep!” — Emily R., Birmingham
“I searched for ‘inheritance tax advice near me’ and found ACG. They delivered on every promise.” — George L., Bristol
“Their inheritance tax planning advice saved my family thousands. Professional, reliable, and kind.” — Fatima A., Leeds
Contact Audit Consulting Group Today
If you’re searching for “inheritance tax planning near me” or “help with inheritance tax,” look no further than Audit Consulting Group. Let us help you protect your estate, reduce your tax liability, and give your family peace of mind.
Reach out today for your free inheritance tax consultation. No pressure, just clear and honest advice from people who care.
Secure Your Legacy. Start Now.
Audit Consulting Group is here to support your journey with expert inheritance tax and estate planning. Call us, email us, or visit our office to learn how we can help you take control of your future — and protect the ones you love most.
Your legacy is too important to leave to chance.
