IHT Planning
Friend & Grant Chartered Accountants have been helping small and medium sized businesses in the Medway towns and North Kent for over 20 years
A High Value Jointly Owned Asset: Managing the IHT
An asset that has highly appreciated and owned in joint names can cause a challenge when it comes to IHT planning. Here we take a look at some careful IHT planning we assisted a client with in relation to a jointly owned asset.
Double Tax on Inheritance? How a Simple Legal Step Saved £200k
How a Deed of Variation helped a family redirect £500,000 and avoid £200,000 in inheritance tax a great example of timely inheritance tax planning.
Strategic Gifting to Reduce Inheritance Tax
When it comes to IHT planning timing can be crucial. Here we take a look at a case where we assisted a client in making sure their estate was within threshold for the Residence Nil Rate Band.
Inheritance Tax Planning for a Family-Owned Trading Company
We assisted a husband and wife with a trading company in transferring shares to their son while minimising tax liabilities. By leveraging loans, property sales, and a discretionary trust, we saved them over £400,000 in inheritance tax, showcasing the importance of tailored, strategic financial planning.
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Are you hungry for success? If you run a small to medium size business and you want to grow your sales, increase profitability and pay less tax then you have come to the right place.