Protecting what you’ve built, for the people who matter most.
Inheritance tax is one of the few taxes you can plan for years in advance, and one where early, considered advice makes the greatest difference. Left unaddressed, it can take a significant share of the estate you intended to pass on.
Wbg’s inheritance tax specialists help individuals and families plan with clarity and care. We take the time to understand your wishes and your circumstances, then advise on the reliefs and structures that protect your estate and provide for the next generation.
We advise on all aspects of inheritance tax and estate planning, including:
Frequently asked questions
As early as possible. Many of the most effective options – such as lifetime gifting – work best over a period of years, so the sooner you plan, the more you can protect.
Inheritance tax is charged at 40% on the value of an estate above the available thresholds, though a range of reliefs and exemptions can reduce what you’re due to pay. We’ll assess your specific position and explain your options clearly.
In most cases, yes – through planned gifting, reliefs, trusts, and careful structuring. We advise on what’s genuinely appropriate for your circumstances, balancing tax efficiency with your wider wishes.
Business Relief can reduce the inheritance tax due on qualifying business assets. The rules are detailed and subject to change, so it’s worth reviewing your position with a specialist.
Yes. Effective estate planning is a team effort. We’ll coordinate with your team so that your will, your finances, and your tax position all work together.
WHY CHOOSE WBG?
Specialist, considered advice:
Estate planning handled with the depth it deserves and the sensitivity it requires.
Personal to you:
Advice shaped around your wishes and your family’s circumstances -never a standard template.
A long-term relationship:
Succession planning spans years; our people stay the course with you.
