Family businesses are often the largest component of a personal estate. Without proper planning, business owners can expose their families to unnecessary inheritance tax liabilities or structural risks.

We work with business owners across the UK to help them:

• Maximise Business Property Relief eligibility
• Structure shareholdings for succession
• Introduce family members in a controlled way
• Reorganise trading and investment activities to protect relief
• Align exit planning with inheritance tax efficiency
• Integrate trusts or family investment companies where appropriate

Our approach ensures that your business continues to support your family long after you step back. Whether you are preparing for retirement, succession, or a future sale, we provide strategic inheritance tax advice tailored to your commercial objectives.

If you own a trading company, partnership or family enterprise, structured IHT planning should begin well before succession.

Property investors often accumulate significant estates over time. Without structured planning, portfolios can create large inheritance tax exposures that impact future generations.

We advise UK property investors on:

• Corporate structuring and family investment companies
• Trust integration for asset protection and control
• Long term capital retention strategies
• Interaction between capital gains tax and inheritance tax
• Intergenerational ownership planning
• Asset consolidation and governance

We understand the complexities of residential, commercial and mixed use portfolios. Our objective is to preserve wealth, protect flexibility and ensure that your portfolio can transfer efficiently to your family.

If your property holdings exceed several million pounds, strategic inheritance tax planning is essential.

Farming estates and rural landholdings present unique inheritance tax considerations. Agricultural Property Relief and Business Property Relief must be structured correctly to remain effective.

We work with farmers and landowners to:

• Protect Agricultural Property Relief eligibility
• Review trading versus investment risk
• Structure partnerships for generational transition
• Plan succession without compromising estate continuity
• Align land ownership with family objectives
• Coordinate with solicitors and accountants on long term estate planning

Multi generational farming families require careful planning to ensure both tax efficiency and operational stability. Our advisory work supports estate preservation while respecting family legacy.

If you operate a farming business or own rural land in the UK, early inheritance tax planning is critical.

Families with substantial estates require coordinated planning that integrates trusts, corporate structures and governance mechanisms.

We advise high net worth families to help them:

• Reduce inheritance tax exposure through structured planning
• Establish discretionary and family trusts
• Implement family investment companies
• Freeze estate growth where appropriate
• Maintain control while transferring value
• Prepare the next generation for stewardship

Our approach is strategic rather than product led. We analyse the full estate, assess long term objectives and design frameworks that preserve both wealth and control.

For families with estates exceeding three to five million pounds, structured inheritance tax advice can deliver significant long term benefits.

UK inheritance tax rules can create unexpected exposure for non UK domiciled individuals with UK assets.

We advise international families on:

• UK situs asset exposure
• Domicile considerations
• Excluded property trust structures
• Cross border estate coordination
• Interaction between UK and overseas tax regimes
• Succession planning across jurisdictions

Our work ensures that UK inheritance tax is assessed within the broader international context. We coordinate with overseas advisers where necessary to provide structured and compliant planning.

If you are non UK domiciled but hold UK property, business interests or investments, specialist advice is essential.