Inheritance Tax Advisers in Hampshire

Experienced inheritance tax advisers in Hampshire

Discover the importance of tax planning and how our team of dedicated inheritance tax advisers in Hampshire can help you navigate the complex laws and regulations surrounding IHT. As a result, they can help you minimise your tax liability and ensure a smooth transition for your loved ones. Our expert inheritance tax advisers in Hampshire possess in-depth knowledge of the intricate tax laws .

With their personalised guidance, you can proactively plan for your estate, ensuring a seamless transfer of wealth to your beneficiaries while reducing tax burdens. Let our trusted IHT advisers help you secure your family’s financial future with efficient and strategic tax planning. Contact us today for a complimentary consultation.

Experienced IHT 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 adviser, with Sterling & Law – Hampshire you will be in safe hands.

Reducing taxes on your estate

Planning for inheritance tax is crucial to minimize your tax liability, maintain control over asset distribution, and avoid financial hardship for your loved ones.

Through proactive IHT planning, you can legally reduce the tax burden, preserve your wealth, and secure a prosperous future for your beneficiaries.

Contact our local inheritance tax adviser for tailored assistance in safeguarding your estate, and protecting your loved one’s inheritance.

Your expert inheritance tax advisers in Hampshire

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

Need specialist advice?

Fill in the form below to request a call back from one of our expert, IHT advisers.

Frequently asked questions

Please find below some of the most common questions we are asked.

What does an inheritance tax adviser do?

An inheritance tax adviser specializes in strategies to plan for and minimise IHT where possible. They offer expert guidance on matters such as gifting, setting up trusts, and making charitable donations. Their role is crucial in working through complex tax laws, ensuring compliance, and preserving your financial legacy.

Do you also offer estate planning or wealth management services?

Yes, in addition to advising on inheritance tax, we offer specialist estate planning and wealth management services. IHT, estate planning, and wealth management are all connected. As a result, our range of services helps to build wealth, protect assets, and minimise taxes.

Are your IHT advisers local?

Covering Hampshire, our experienced IHT advisers are based in Fareham and Lee-on-the-Solent. If you are looking for advice, you can arrange to meet at one of our offices, at a local location, or in the comfort of your own home. Alternatively, we can also meet with you via Zoom.

Can a financial adviser help with inheritance tax?

Yes, a financial adviser can provide valuable assistance with Inheritance Tax planning. They can offer methods to minimise tax liabilities, suggest efficient ways to distribute assets, and help navigate complex tax laws. Their expertise is crucial in ensuring your estate is managed and passed on in the most tax-efficient manner.

What information will you need me to bring to our initial consultation?

Before meeting we will let you know the information we require. Typically, this would be information on the current value of your estate – your assets, investments, and property you own.

Do you charge for the initial consultation?

Our first meeting comes with no charge. It’s our opportunity to get to know more about your objectives, and any IHT-related concerns you may have. Through an understanding of you current and potential future inheritance tax position, we can start to shape and communicate our recommendations.