Your goals | Reduce inheritance tax

Pass on more to
the people you love

Protect your legacy and reduce your tax liability with expert estate planning.

If you want to pass on more to your loved ones — and less to HMRC — inheritance tax planning is essential. We’ll help you understand the rules and build a plan that reflects your values.

Key Benefits

  • Minimise inheritance tax on your estate
  • Structure gifts and trusts that reflect your wishes
  • Gain clarity and peace of mind for you and your family
reduce-inheritance-tax

Our
Approach

Understanding your Inheritance Tax Exposure. Many clients are surprised to learn how quickly inheritance tax can apply. We walk you through practical examples – including how thresholds, residence nil-rate bands and reliefs apply – so you know where you stand and what steps to take to protect your estate.

Independent advice, personal service, and no pressure.

Your first meeting is free. Why not get in touch to see how we can help you?

Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Phone: 01484 810 601
Email: info@heritagews.co.uk
Our Location: Find Us

Information

We provide independent financial planning and investment advice to clients based in the United Kingdom only.

The content on this website is for information purposes only and should not be regarded as personal financial advice.
Investments can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.

Address & Registered Office: Empire House, Lewisham Road, Slaithwaite, Huddersfield HD7 5AL

Heritage Wealth Solutions is a trading name of Heritage WS Ltd and is a limited company. Registered in England and Wales number: 9448681
Authorised and regulated by the Financial Conduct Authority.

Copyright © 2025. All rights reserved. Site by Impulse