Inheritance Tax Planning
Plan ahead. Reduce your tax bill. Protect more of what you've worked for.
We provide expert inheritance tax planning and advice to help you legally reduce your tax liability and pass more of your wealth to the people and causes you care about.
Reduce Your Tax Liability
Strategic planning to reduce or eliminate inheritance tax legally.
Protect Your Loved Ones
Ensure more of your estate goes where you want, not the taxman.
Tailored Strategies
Personalised advice based on your circumstances, goals and the latest rules.
Plan with Confidence
Clear guidance and ongoing support so you can plan with peace of mind.
Our Inheritance Tax Planning Services
Comprehensive Solutions to Preserve Your Wealth
From gifting and trusts to business relief, our services cover every angle of inheritance tax planning so you can keep more of your estate.
Inheritance Tax Specialists
Specialist, independent advice from advisers who live and breathe IHT.
Learn moreAvoiding & Reducing Inheritance Tax
Legal strategies to lawfully reduce or eliminate the IHT due on your estate.
Learn moreGifting & Exemptions
Make the most of annual exemptions, gifts and the seven-year rule.
Learn moreLife Insurance Policies Written in Trust
Ensure life cover pays outside your estate and reaches your family quickly.
Learn moreUsing Trusts
Protect assets and reduce inheritance tax using the right trust structures.
Learn moreProperty & Family Planning
Plan for the family home and other property to protect your legacy.
Learn moreBusiness & Agricultural Relief
Maximise available reliefs to protect business and farming assets.
Learn morePlan Today, Protect Tomorrow
More of Your Wealth.
More for Your Family.
Inheritance tax can significantly reduce what you leave behind. With the right planning in place, you can legally reduce your liability and ensure your wealth is passed on in line with your wishes.
We'll help you create a tailored plan that protects your assets, supports your loved ones and gives you lasting peace of mind.
Free Interactive Assessment
Do You Have an Inheritance Tax Problem?
Answer a few short questions about your estate and receive an instant estimate of your inheritance tax exposure, your risk score and the planning opportunities available to you.
Telmar Estate Planning
Do You Have an Inheritance Tax Problem?
Free Interactive Assessment
Find out what your family could owe HMRC
Answer 19 short questions about your estate and receive an estimate of your inheritance tax exposure, an overall risk score, the planning opportunities open to you and clear next steps — all based on the current UK rules.
3–4 minutes
Approximate completion time
19 questions
One question per screen
Instant estimate
Personalised and downloadable
No obligation. Your details are only used to generate and send your report.
How We Work
A Clear Process. Expert Guidance.
Understand
We take the time to understand your circumstances, assets and goals.
Analyse
We assess your estate and identify opportunities to reduce inheritance tax.
Plan
We create a tailored strategy using the most effective reliefs, trusts and exemptions.
Implement & Review
We put your plan in place and review it regularly to keep it effective.
Trusted. Experienced. Here for You.
Our team of specialists has decades of experience in inheritance tax planning and is committed to delivering clear advice and exceptional service.
Specialist Expertise
Personal Approach
Clear, Practical Advice
Ongoing Support
Frequently Asked Questions
Inheritance Tax, Explained
Ready to Protect More of Your Wealth?
Book a consultation today and take the first step towards reducing your inheritance tax.