Inheritance Tax Advice


Professional, inheritance tax advice services for individuals and families


Helping you mitigate IHT, reduce taxes, and preserve your family’s wealth



Inheritance tax advice services in Hampshire

Our inheritance tax advice services are tailored exclusively for individuals with substantial assets to protect and those likely to have immediate or future concerns over IHT. If you anticipate your estate may be liable for IHT in the future, our dedicated team of experts is here to provide bespoke solutions.

Therefore, we specialise in safeguarding your assets and securing your family’s financial legacy for generations to come.

With our tailored strategies and years of experience offering inheritance tax advice in Hampshire, we’ll navigate the complex landscape of IHT to ensure your wealth remains protected.

Experienced Inheritance Tax Advisers You Can Trust

At Sterling & Law – Hampshire, we provide the highest level of customer service to our clients.

As one of VouchedFor’s Top Rated Advisers for 2023, our Practice Principal, Ian Batterbee has secured dozens of 5-star reviews.

If you are looking for a trusted, local independent IHT advice service, with Sterling & Law – Hampshire you will be in safe hands.

Need advice on inheritance tax?

Experienced local estate planners & IHT advisers in Fareham, Lee-on-the-Solent & Hampshire.

Call now on: 01329 550 190

The IHT planning process

Planning for IHT is a detailed and sophisticated process. Our IHT planning process includes:

  • Analyzing your estate and assets
  • Identifying potential IHT liabilities
  • Developing an appropriate IHT planning strategy
  • Implementing the chosen strategy
  • Regularly reviewing and updating your plan

By following this process, our advisers can help you reduce and legally avoid IHT, safeguarding your wealth for future generations.

The importance of inheritance tax advice

Our expert IHT advisers at Sterling & Law – Hampshire provide tailored advice that aligns with your specific circumstances.

They can assist you in understanding the regulations, evaluating your estate’s potential tax liability, identifying suitable strategies to mitigate IHT, and developing a comprehensive plan.

By working with us, you can ensure your estate is structured in the most tax-efficient manner possible.

Mitigating and reducing IHT

By working with our IHT advisers at Sterling & Law – Hampshire, you gain numerous benefits:

  • Peace of mind, knowing your affairs are structured tax-efficiently
  • Professional guidance tailored to your unique circumstances
  • Access to a range of estate planning strategies and solutions
  • Regular reviews and updates to maintain an effective plan

Are you in need of inheritance tax advice? Schedule a free consultation with our inheritance tax advisers today.

Preserving your beneficiaries’ inheritance

To mitigate IHT, consider these strategies:

  • Utilising your annual gift allowance
  • Establishing trusts
  • Investing in assets eligible for business property relief
  • Leveraging life insurance policies
  • Making charitable gifts

Our advisers can assess your situation and determine the most suitable strategies for your needs.

Need inheritance tax advice?

Experienced local estate planners & IHT advisers in Fareham, Lee-on-the-Solent & Hampshire.

Call now on: 01329 550 190

Your dedicated inheritance tax advice specialists

Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.

Our fully estate planning and financial advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.

Ian Batterbee, Inheritance Tax Adviser

Laura Bailey, IHT Advice Specialist

Need advice on IHT?

Fill in the form below to request a call back from one of our expert, inheritance tax advice specislists.

Frequently asked questions

Please find below a concise selection of questions we are often asked by those looking for an independent financial adviser.


What is inheritance tax?

Inheritance tax is a levy on the estate of someone who has died. The standard rate is 40%, charged only on the portion of the estate above the £325,000 threshold. There are exemptions and reliefs, making estate planning important to potentially reduce the tax burden.

How long do I have to pay my IHT bill?

In the UK, Inheritance Tax (IHT) should be paid within six months from the end of the month in which the person died. If the tax is not paid within this timeframe, interest may start to accrue. It’s important to meet this deadline to avoid additional charges.

How can I avoid inheritance tax?

There are various ways to potentially void inheritance tax. Gifting is one possible way, and using trusts can also help manage your estate. Donating to and taking out a life insurance policy in trust could cover IHT liabilities. Always seek professional advice for tailored strategies.

How much does inheritance tax advice cost?

This depends on several factors. The first meeting with us is complimentary, no charge at all. From there, we will have an understanding of the work required to help reduce or avoid IHT. All fees are communicated prior to any work being performed.

How much money can you inherit before paying tax on it?

The current IHT threshold in the UK is £325,000. There is also an additional allowance call the Residence Nil-Rate Band. This additional allowance is £175,000. Therefore, on top of the inheritance tax threshold of £325,000, the total tax-free threshold is £500,000 for an individual.

Who is best to advise on IHT?

In the UK, the best source for Inheritance Tax (IHT) advice is a qualified financial adviser These professionals possess the expertise to help you reduce or avoid IHT where possible. They can offer tailored advice based on individual circumstances, considering factors like asset distribution, trusts, and tax reliefs.

Can I put my house in my children’s name to avoid inheritance tax?

Certainly, it is possible to transfer ownership of a house you own to your children. The typical method for gifting property is through a “transfer for nil consideration,” also popularly referred to as a “deed of gift.” This approach is frequently used to decrease the Inheritance Tax that might be charged on your estate.

Always seek professional advice before making a decision. There are many factors to consider.

Do I have to inform HMRC if I inherit money?

Indeed. It’s necessary to inform HM Revenue and Customs (HMRC) when you inherit money, regardless of whether tax is owed or not. If tax is due, it should be paid within six months following the death of the deceased.

You can find lots of useful information on this page of the Gov.UK website:

We’d Love to Help You With Your Estate & Inheritance Tax Planning


Sterling & Law - Hampshire (Lee)

9 Pier Street



PO13 9LD


Sterling & Law - Hampshire

5a The Gardens



PO16 8SS