Tax, Estate & Inheritance Tax (IHT) Planning

Tax and Estate Planning is an essential part of any financial planning offering and begs the ultimate question; would you like to retain your assets or gift them away?

It often forms the foundation of our Personal Financial Planning service and is addressed in every review (whether annual, bi-annual or monthly) we undertake with our clients. The nature of Estate Planning means that it is intrinsically linked with Inheritance Tax Planning and can also be augmented by our Alternative and Esoteric Investment service.

Our approach to this service will, as with all our other offerings, differ according to a client’s individual circumstances but principally Tax, Estate and IHT Planning is often formed by the fundamental constituents of financial planning; which may include assessing Income tax, capital gains tax (CGT), pension contributions, forming and maintaining trusts and fully utilising ISA allowances.

Our experts have experience working with and advising on Wills, as well as Lasting and Enduring Powers of Attorney, we regularly provide guidance and complete a sense-check of new and existing legal documents to ensure that they are always consistent with your personal and financial objectives. Whilst we do not provide legal services or documents ourselves we have an excellent network of trusted and revered contacts whom we can recommend should you require these services.

Alternative and Esoteric Investments will only be considered for clients to whom they are suited. Any tax benefits will depend on your individual circumstances and may be subject to change in the future.

Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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