Inheritance Tax Advice

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.

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.

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.

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.

Laura Bailey, IHT Advice Specialist

Contact Laura

E: laura.bailey@sterlingandlaw.com 

P: 01329 550190

He meets with me takes all the information about the client. Looks at their needs, income, expenditure and assets and advises on the best investments to maintain their assets and pay for their care.