Trust and Inheritance Planning

With Inheritance Tax allowances frozen for several years now, more people than ever before are finding themselves subject to a potential 40% tax charge on death. We aim to show our clients that Inheritance Tax is not just a “death tax” but that, quite on the contrary, there are various lifetime planning options available to mitigate tax exposure.

Whilst certainly not the only planning strategy, we regularly advise our clients on the use of family Trust structures, securing tax advantages as well as safeguarding family assets. It is vital that our clients understand and are comfortable with the long-term implications of establishing a Trust which requires holistic consideration of Income Tax and Capital Gains Tax as well as Inheritance Tax along with advice on all associated non-tax drivers and consequences.

  • We can quantify your potential current exposure to Inheritance Tax to give you a clearer insight into your assets and liabilities and thereby assess whether you should consider planning now
  • Our specialist Inheritance Tax team will provide bespoke advice on the tax mitigation options available to you and recommendations on how best to implement appropriate tax planning strategies.
  • We provide peace of mind that your family wealth is protected and preserved for the benefit of future generations.
Derek Mitchell web

Key Contact

Derek Mitchell
Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 1224 625111

Client Testimonials

The plus factor in action

"We have an excellent relationship with AAB formed over 7+ ...

Stanley & Evelyn Morrice

Read More...

"My relationship with AAB has grown as the business has ...

Alex Wiseman

Read More...

"AAB have proactively managed my tax affairs for more than ...

Peter Lazzari

Read More...

"At CLP we've worked with AAB since setting up the ...

The Commercial Law Practice

Read More...

"Upping sticks and moving overseas to work/set up home, is ...

Fraser Louden

Read More...

"Lynn and the team have been excellent at assisting with ...

Peter

Read More...

"Different Class! I became a client of AAB approximately a year ...

Steve Bonsor

Read More...

"I have been a personal tax client of AAB for ...

Peter Williams

Read More...

"I was faced with both the scary and depressing realisation ...

Anonymous

Read More...

"The same Private Client individuals have looked after my personal ...

Jon Murphy

Read More...

"AAB's IHT, Trusts and Estates team looked after the tax ...

Keith Fletcher

Read More...

“There are huge benefits to using this multi-disciplinary firm. When ...

Milmor Properties Ltd

Read More...

"The Private Client Tax Department at Anderson Anderson & Brown ...

DR

Read More...

"I was really impressed with the knowledge displayed by the ...

George Sim

Read More...

"When I decided to embark on Inheritance Tax planning, I ...

James Thom

Read More...

"AAB provide invaluable support and assistance, working closely with us ...

Mackie Ramsay Taylor

Read More...

"AAB have been our accountants for many years. Having AAB ...

A.R. Mathers & Sons

Read More...

"They're on your side......A2B stepped in after HMRC continuously got ...

Ted Reay CNR International (UK) Limited

Read More...

"I have been very much looked after by the Private ...

Joanna Robertson

Read More...

"Members of my family company, Robert Duthie and Sons Ltd ...

Robert Duthie and Sons Ltd

Read More...

Case Studies

The plus factor in action

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background A new charity requiring support after a period of change ...

Charities: Case Study 2

Read More...

Background Preparation of detailed financial projections for a housing association in ...

Housing Associations: Case Study 1

Read More...

Background A local retailer running a profitable business but under pressure ...

Leisure, Retail & Hospitality: Case …

Read More...

Background We were introduced to an early stage E&P company and ...

Oil & Gas - E&P: Case Study 1

Read More...

Background A local manufacturing company which has had over 40 years ...

Engineering & Manufacturing: Case St…

Read More...

Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

Read More...

Background We were approached by an established E&P operator with assets ...

Oil & Gas - E&P: Case Study 4

Read More...

Background Successful UK based data record management and software solutions provider ...

IT/Software: Case Study 1

Read More...

Background Start-up of Spirits Distiller based in Scotland. Entrepreneur behind the start-up ...

Food & Drink: Case Study 1

Read More...

Background Successful UK based Oil & Gas service company with international ...

Oil & Gas - Services: Case Study 7

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background A Dental Practice Partnership wishing to increase the practice turnover ...

Healthcare: Case Study 4

Read More...

Background An entertainment venue with limited resource in their finance team ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A Dental partnership buy-out requiring a range of support services

Healthcare: Case Study 1

Read More...

Background Oil services company with worldwide activities required renewal and extension ...

Oil & Gas - Services: Case Study 2

Read More...

Background Time and materials business looking for an improved cost management ...

Industrial: Case Study 1

Read More...

Background Within the hospitality sector, a football club with multiple revenue ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...