Inheritance tax

It is vital to make advance arrangements to account for the future of your estate upon your death. Bourne & Co can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.

Our inheritance tax planning service will help you in making lifetime gifts; effectively utilising any inheritance tax reliefs that are available to you, including relief on business and agricultural property; and reviewing your Will, to ensure it reflects any changes to your personal or family circumstances.

We can also help you to arrange appropriate life assurance in order to account for inheritance tax liabilities.

Please get in touch for more information.