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Inheritance Tax and Estate Planning

Taxkey supports accountancy practices who are advising clients on passing business and personal assets to the next generation. Frequently, we provide specialist advice to accountants on the following areas

  • Gift and Inheritance Tax Planning
  • Succession Planning for family businesses
  • Retirement planning for business owners
  • Gift and Inheritance tax reliefs, such as
    • CAT Agriculture Relief
    • CAT Business Relief
    • CAT Annual Small Gift Exemption
    • CAT Dwelling House Relief
    • CGT / CAT Offset
  • Gift and Inheritance Tax Compliance for Beneficiaries
  • Tax Compliance for Estates