Inheritance tax

After a death, the estate might be liable for inheritance tax. We can help you plan your finances efficiently and well in advance, so you don't need to pay more than you have to.

Nicola Havers, Bishop's Stortford

If you want to prevent the tax man taking a large bite out of your family’s inheritance, you need to plan carefully. And if you own a business of any sort you’ll need to take an even closer look at all the various rules and regulations. It pays to get expert legal and financial help, to ensure you don't pay a penny more in inheritance tax than you need to. At Tees we have expert legal services and independent financial advice all under one roof.

Our inheritance tax services

We have some of the most experienced and senior tax-planning professionals in the industry.  They can advise you on: 

We can keep your personal tax plans under regular review, in the light of any changes to the system and suggest what changes you might need to make. 

Business tax advice

If you’re looking at the way your business is run and its finances managed, or you want to diversify into other avenues, our financial experts can help. We’ll let you know how your plans might alter your tax planing in any way. Tax legislation is getting tighter by year, but operating within that framework we’ll find a solution that helps to minimise your liability.

Call our tax advisers on 0800 0131165

Call us for an initial chat, at no obligation, or fill out our enquiry form and a solicitor will get in touch. We can also visit you at home if you wish.

Enquiry form

Inheritance tax FAQs

What is inheritance tax?

it is a tax on your estate (your assets) that may be liable for inheritance tax when you die. Usually, if your house, money and other belongings are worth less than £325,000 you don’t pay. If you’re married or in a civil partnership, the threshold goes up to £650,000 on the second death; after that it’s usually a flat rate tax of 40%. It’s tempting to think this is a tax only for the wealthy, but with house prices as they are today you might want to think again. From 6th April 2017, there is an additional allowance being introduced.  It starts at £100,000 per person which is in addition to the £325,000. There are various criteria to qualify: they include owning a residence which will pass to direct descendants.

Learn more

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

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Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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