Inheritance Tax Planning

The protection of family wealth and effective inheritance tax planning is important to all our clients.

At Blick Rothenberg you will receive specialist advice on Will planning and lifetime gifting to achieve your aims for future generations and to minimise your estate’s inheritance tax exposure.

We can advise you on the creation of trusts, whether for family or charitable purposes, as we work closely with our trust department on this aspect of our clients’ taxation affairs.

In conjunction with our financial planning department, we can also advise you on the benefits of insurance-related products that can, in some cases, be effective inheritance tax planning tools.