Telmar Estate Planning

Inheritance Tax Specialists

Protect your wealth. Reduce your tax liability. Secure your family's future.

We are specialist inheritance tax advisers helping individuals and families reduce inheritance tax (IHT) and protect their wealth for future generations through strategic, tax-efficient planning.

Specialist inheritance tax advisers reviewing an estate planning strategy

Why Choose a Specialist?

Specialist Expertise

We focus exclusively on Inheritance Tax planning and stay up to date with the latest legislation.

Tailored to You

Every family and estate is unique. We create personalised plans that reflect your goals and circumstances.

Tax-Efficient Strategies

Our strategies are designed to legally reduce your IHT liability and help you keep more of what you've worked for.

Trusted & Independent

We provide independent, whole-of-market advice with your best interests always at heart.

How We Help You Reduce Inheritance Tax

  • Identify and utilise all available allowances and reliefs
  • Tax-efficient gifting and wealth transfer strategies
  • Trusts and estate structures
  • Business and agricultural property relief planning
  • Pension and investment planning
  • Ongoing reviews to keep your plan effective
Specialist adviser walking a client through their inheritance tax plan

Who We Help

We work with individuals and families across a range of circumstances, providing specialist inheritance tax advice, including:

Individuals & Families

Protecting your estate and providing for your loved ones.

Business Owners

Minimising IHT and protecting your business legacy.

Farmers & Landowners

Specialist advice on agricultural property relief and succession.

High Net Worth Individuals

Bespoke strategies for complex estates.

Executors & Trustees

Guidance on IHT responsibilities and estate administration.

Our Inheritance Tax Services

Comprehensive advice and solutions tailored to your needs.

IHT Planning

Strategic planning to reduce your inheritance tax liability and protect your wealth.

Trusts & Estate Planning

Establishing trusts and structures to safeguard assets for future generations.

Gifting & Wealth Transfers

Tax-efficient gifting strategies to help you pass on more of your wealth.

Business & Agricultural Relief

Maximise reliefs available for business and agricultural property.

Pensions & Investments

Using pensions and investments effectively within your IHT plan.

Estate Administration Support

Supporting executors and trustees to manage estates efficiently and in line with IHT obligations.

How We Work

Our Proven Approach

1

Discovery

We listen to your situation, family dynamics and what matters most to you.

2

Analysis

We model your estate and quantify the IHT exposure today and in the future.

3

Strategy

We design a tailored, joined-up plan with clear next steps.

4

Implement & Review

We put the plan into action and review it regularly to keep it effective.

Get Expert Inheritance Tax Advice

Everyone's circumstances are different. Contact our team today for a confidential, no-obligation consultation.

  • 01329 550190
  • admin@telmarestateplanning.co.uk
  • 9 Pier Street, Lee-on-the-Solent, Hampshire, PO13 9LD

Frequently Asked Questions

Your Questions, Answered

Inheritance tax is a 40% tax charged on the value of an estate above the available allowances when someone dies.

Ready to Protect Your Future?

Book a consultation today and take the first step towards peace of mind for you and your family.

Book a Consultation