Inheritance tax planning

by Andrew Cockman as Verified Adviser
  • Category:

    Inheritance Tax
  • Page Author:

    Andrew Cockman
  • Role:

    Tax Specialist
  • Last Updated:

    18 October, 2020

Inheritance Tax Overview


Over many years I have been involved in providing consultancy advice to families, settlors, and beneficiaries about the use of family trusts to achieve inheritance tax savings. This has included providing strategies transferring shares in private companies and the availability of business property relief both as regards lifetime transfers and on death. I have extensive experience of the use of trusts, both UK resident and non-UK resident, to achieve valuable tax savings. In addition, I have used trust-based structures for non-UK domiciliaries to protect their family wealth using excluded property settlements. I am happy to work with the current advice team to achieve valuable savings, as well as directly with trustees, beneficiaries, and settlors.

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