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.
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.
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
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.