Inheritance Tax specialist advice and planning

Our Inheritance Tax services help you reduce tax, protect assets, and plan your estate clearly.

 Inheritance Tax can be complex. Our Inheritance Tax specialists provide straightforward advice and practical solutions. We create plans that fit your situation and ensure your wealth passes on as you intend. Our expert  Inheritance Tax  accountants and advisers offer straightforward advice and personalised solutions.

 

Why choose David Howard for your Inheritance Tax planning:

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    Comprehensive coverage. From lifetime gifting and trusts to business reliefs and life assurance, we cover all inheritance tax reliefs to maximise savings.

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    Tailored inheritance tax planning. Every estate is different. We design strategies based on your personal assets and family situation.

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    Direct access to experts. Speak to Partners and Managers who understand your goals. No delays, no gatekeepers.

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    Up-to-date tax knowledge. We keep on top of the latest legislation, including the 2025 inheritance tax threshold changes.

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    Collaborative approach. We coordinate with your solicitors, financial advisors, and other professionals to deliver seamless advice.

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    Proactive communication. Receive regular updates and explanations so you’re never in the dark.

Inheritance tax services

What is Inheritance Tax and when does it apply?

Inheritance tax (IHT) is a tax on property, money, and possessions left when someone dies. Estates under £325,000 are not taxed. Above that, the estate pays 40% on the excess.

 

2025 Threshold Updates

  • The standard nil-rate band remains £325,000
  • Residence nil-rate band rises from £175,000 to £250,000 for main homes passed to direct descendants

Temporary rules have changed; staying informed is essential.

Experience that spans decades

Our clients share why they continue to trust us with their business

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There is always someone experienced available and I would recommend them 100%



Amira Yehia Director

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We get on with our business, knowing that our accounts and book-keeping are in very safe hands



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Helpful, friendly and jargon free
They are helpful, friendly and jargon free. We have much better control of the business



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How David Howard can help you minimise IHT

We offer Inheritance Tax services tailored to your situation. Our Inheritance Tax specialists provide proven strategies suited to your situation. Key methods to lower your IHT liability include:

Lifetime gifting & exemptions

We guide you through the inheritance tax gifting rules UK. Gifts comply with the 7-year rule and exemptions.

 

Trusts & family investment companies

Our inheritance tax specialists set up trusts and manage Family Investment Companies. This optimises reliefs and protects your assets.

 

Property and Main-Residence Planning

We advise on maximising your residence nil-rate band. We help structure property to reduce IHT.

 

Business & agricultural reliefs

We identify opportunities for business inheritance tax reliefs. We ensure assets qualify for maximum relief.

 

Life assurance

We recommend life assurance policies that cover expected tax liabilities.

 

Meet our Inheritance Tax accountants

Our Inheritance Tax specialists have decades of experience in tax planning. We review your position, calculate your exposure and identify practical steps to reduce unnecessary liabilities.

Meet the team >

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  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey
  • Chartered accountants in Surrey

Get expert Inheritance Tax Advice

Book a free consultation with our Inheritance Tax advisors

Our process

1. Initial inquiry

We usually reply within 1 working day

2. Free, no obligation consultation

We'll answer your questions and explain how we can help

3. Quote and setup

We’ll give you a tailored quote. When you’re ready, we begin next steps

 

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