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Tax Mitigation

The key tax to consider when dealing with an estate is inheritance tax.  As part of the Probate application, it is necessary to calculate the inheritance tax liability first.

The Will outlines who the assets have been left to but will not provide guidance on whether any tax relief is available.  If an estate exceeds the inheritance tax threshold (currently £325,000) then advice should be taken to minimise the tax charge on the estate.

There are two different approaches to take:

i) Review any reliefs that may be available.  For example, certain assets used in businesses, or shareholdings, may be able to pass free of inheritance tax provided that appropriate elections are made.

ii) Consider using deeds of variation to pass the estate more tax efficiently.

It may also be necessary for the estate to file tax returns until it has been fully distributed.

Our team includes Chartered Tax Advisers to assist with all aspects of tax reporting. If you would like to speak to a member of the team today about inheritance tax please contact us or book an appointment through the website.

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