Expert Inheritance Tax Advice
We provide comprehensive inheritance tax advice designed to mitigate your inheritance tax liabilities whilst making use of all available inheritance tax reliefs and allowances.
Our services include a review of your domicile position as this is critical in determining the exposure to UK inheritance tax. Our team is skilled in providing effective lifetime planning which can range advising from gifting assets, use of trusts to the incorporation of property investment businesses.
We offer clear advice that help our clients prepare financially for future obligations.
We can either prepare and submit all the necessary inheritance tax forms or liaise with your preferred solicitors in this regard.
Additionally, we conduct probate valuations, providing essential valuations of the estate that are critical for accurate tax reporting and estate distribution.
Trusts
Our expertise includes UK tax advice to both UK and offshore trusts. We can advise the trustees, the settlor and beneficiaries on the UK inheritance tax charges that arise when the trust is created, recurring assessments every tenth anniversary and when assets are appointed out of the trust.
Moreover, our expertise includes offshore trusts, although this in relation to UK tax liabilities only. We guide trustees and beneficiaries through the complexities of cross-border tax issues, ensuring that their trusts are compliant and tax-efficient from a UK tax perspective regardless of jurisdiction.
Whether it’s navigating the UK trust regime or the intricate rules of offshore trust with UK tax implications, Rodgers Taxation Ltd stands as a pillar of knowledgeable support, helping clients safeguard their assets while fulfilling all UK tax obligations.
