Inheritance Tax Planning

Protecting your wealth for future generations, reducing inheritance tax obligations through careful planning

Inheritance tax can have a serious impact on the wealth you leave behind.

However, with the right long-term strategy in place, it’s possible to minimise or eliminate your inheritance tax obligations, protecting your family wealth and providing for future generations.

At Graham & Rosen, we can help you to minimise the inheritance tax you pay through the planning, creation and implementation of effective long-term tax strategies.

Working closely with you to understand your situation and future goals, we will help you maximise the amount of wealth your loved ones receive through techniques approved by the Inland Revenue, including:

• Structuring your wealth and assets
• Tax Efficient gifting
• Tax efficient investments
• Trusts 
• Tax allowances and exemptions

With a comprehensive understanding of the tax regulations and related accounting issues, our expert teams will help you to work within the rules to effectively manage, protect and grow your family wealth and assets.

Providing you with honest, expert advice, we’ll strike a balance between the current and future needs of you and your loved ones, ensuring that your financial affairs are arranged in the best way possible.

As well as Hull, we have offices in both Cottingham and now Welton where we are bringing city centre services to your local community; with easier parking and Welton being just off the A63 what could be easier?