TEL: 0208 991 3398

Wills & estate planning specialists

0203 488 3997

We provide clear and straightforward advice for individuals, families and business owners about Wills, LPAs and Trusts.

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0203 488 3997

We make sure your family, dependants or chosen charities are provided for in the manner you want and in the most tax efficient way.

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Lasting powers of attorney

0203 488 3997

We provide professional yet empathetic assistance for those who feel they cannot continue to handle their financial and healthcare affairs.

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0203 488 3997

Through careful planning wealth can be passed on to the next generation in a beneficial manner which may also include potential tax savings.

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Book a meeting

0203 488 3997

If you require any information about any of our services please don’t hesitate to contact us to speak to our experts directly.

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Minimising your Inheritance Tax Bill with Tax-Free Gifts


You can legally avoid Inheritance Tax by giving away gifts during your life.

The rules around making gifts are tricky and will be strictly applied, so it’s important to speak to a professional for advice on your specific circumstances. If, for example, you should need to go into a care home, the local authority will look at any gifts that you have made, to see whether they could be classed as deliberate deprivation of assets. If so, you could still be required to pay for your care, even if you have given much of your estate away.

Also, Inheritance Tax could be payable on gifts made during the last seven years of your life. This is charged on a sliding scale. For instance, the rate for gifts made between six and seven years before death is 8 per cent, while the rate for gifts made during the last three years of life is 40 per cent, where the estate is worth more than £325,000.

Make a Will

You can avoid inheritance Tax by leaving everything to your spouse or civil partner in your Will.

Married couples and civil partners are also able to pass on their unused tax allowance to their partner, which can very substantially increase the surviving partner’s tax allowance.

If you leave your house to your children, your estate can benefit from an additional tax allowance as well.

If you want to avoid Inheritance Tax and ensure your money, property and possessions are inherited by your chosen loved ones, please ring us on 0203 488 3997, email us at  or make an appointment

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