Inheritance Tax (IHT) & Trusts

We offer you the best advice on dealing with Inheritance Tax & Trusts, to ensure minimum exposure and maximum benefit.

We offer you the best advice on dealing with IHT and trusts, to ensure minimum exposure and maximum benefit.

So, what can we do for you?

Review your potential IHT exposure and advise on areas to mitigate it
Advise on the use of IHT exemptions and reliefs
Advise on the use of trusts
Working with your solicitor for will drafting, estate matters (accounts and tax) and trust implementation documentation
Compliance for trusts, including registering trusts with HMRC, annual tax returns plus ten year anniversary and exit charge calculations and returns

To discuss your IHT options please contact Jonathan Ridley.

I have been a client of Dodds for several years now, following the unexpected death of my husband. They provide an excellent, efficient and professional service with regard to my young children's future financial security, my future financial security, my tax affairs, investments and general financial matters. Each member of the team is approachable, extremely knowledgeable, professional and empathetic to my situation. All questions are answered promptly and fully; jargon is explained prior to use; my priorities are understood, and my input is sought and respected. I would definitely give Dodds a 5-star rating as they definitely provide a 5-star client experience!

Susanne Powell