Inheritance Tax

Trust HaysMac to guide you through the intricacies of IHT – no matter how complex your financial situation

Our highly knowledgeable IHT team can assist you by first calculating your current tax exposure and then working with you to determine your appetite for gifting wealth during your lifetime. We will invest time in getting to know you, listening to your wishes, taking into account your family dynamics, your future income and capital needs.

With a deeper understanding of your personal circumstances, we look at the allowance, exemptions, and effective gifting strategies available to you, so we can provide tailored planning solutions for you to consider, helping you to optimise your estate and reduce your tax burden.

Our Inheritance Tax Services

• We provide clear, practical advice to ensure that a greater share of your wealth is preserved for future generations.
• Our services include business property reviews for qualifying businesses and companies holding non-qualifying business ‘investments’, as well as Agricultural Property Reviews (APR) for farms and landed estates.
• We will also review wills to ensure your estate passes in accordance with your wishes and in the most IHT-efficient manner.
• We provide advice on trusts and family investment companies, as well as the availability of IHT relief for national heritage property and the conditional exemption regime.

At HaysMac, we stay ahead of developments in IHT, including potential inheritance tax cuts and changes to reliefs. We help ensure your strategy stays efficient, whatever lies ahead.