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Inheritance Tax (‘IHT’) Planning

Advice on IHT is essential when Estate and Succession Planning. This aspect of our Tax and Trust work is the most all encompassing we advise on and our specialist Tax and Trust team are recognised as leaders in this area.

IHT is charged on a person’s death and in some circumstances on life time gifts and trusts.

There are many established ways in which you can reduce potential liability including some more complex planning arrangements which we can help you put in place.

The Team regularly advise on all aspects of IHT and our ability to deal with compliance issues including negotiations with HM Revenue and Customs on enquiries mean we have unique insight in to the eligibility of planning options available to you.

When offering advice our specialist team consider other capital taxes including Capital Gains Tax and also look at the bigger Estate and Succession Planning picture to ensure the right plan is tailored to your specific circumstances.

We advise on:-

  • IHT efficient Wills.
  • IHT exemptions and reliefs and plans to maximise the use of these.
  • IHT efficient gifts.
  • The Set up and Administration of Trusts.
  • The legal aspects of investment related IHT solutions.

For further information about IHT planning and the type of service we can offer, please read our IHT Planning fact sheet.

Your most convenient Rix & Kay office.

Ashford Office
Suite 4c, Third Floor,
International House, Dover Place
Ashford, Kent, TN23 1HU

Tel: 01233 225660
Fax: N/A

Brighton & Hove Office
7 The Drive
Brighton & Hove

Tel: 01273 329797
Fax: 01273 324082
DX: 59257 Hove

Seaford Office
26 Sutton Park Road
Seaford, East Sussex
BN25 1QU


Sevenoaks Office
16 South Park
TN13 1AN

Tel: 01732 440855
Fax: 01732 440854
DX: 30025 Sevenoaks

Uckfield Office
The Courtyard
River Way
Uckfield, East Sussex
TN22 1SL

Tel: 01825 761555
Fax: 01825 764172
DX: 133963 Uckfield 2

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