Expert IHT advice for Scottish families and business owners. Understand your threshold, plan your estate and reduce the Inheritance Tax your family will pay. Fixed fees.
Practical IHT planning to protect more of your estate for the people you care about.
We calculate your current IHT exposure — nil-rate band, residence nil-rate band and any transferable allowances.
We advise on annual gift exemptions, potentially exempt transfers and structured gifting to reduce your estate.
We assess whether your business assets qualify for 50% or 100% BPR relief from Inheritance Tax.
We advise on how to structure property ownership and your estate to maximise IHT thresholds.
We help executors understand and report IHT to HMRC and navigate Scottish Confirmation (probate).
If you have made gifts or received an inheritance, we ensure correct IHT reporting on your self-assessment return.
Inheritance Tax is often described as a voluntary tax — because with the right planning, many families can significantly reduce or eliminate the IHT their estate will pay. However, the rules are complex and planning must be done early to be effective. Leaving it too late limits your options significantly.
We advise individuals, families and business owners across Glasgow and Scotland on practical IHT planning. Our advice covers nil-rate bands, gifting strategies, Business Property Relief for business owners, and property estate planning — all aimed at protecting more of your wealth for the people you love.
Free initial consultation — no obligation.
Book Free ConsultationProtect more of your estate for your family. Free consultation — call 0141 237 9960 today.
Mon – Fri | 10am – 6pm | 176 Allison Street, Glasgow G42 8RR
Common questions from our Glasgow clients.