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020 3740 5856

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"It does not do to dwell on dreams and forget to live."
J K Rowling

Specialist inheritance advisers in London

Inheritance tax can be challenging. Our team of dedicated inheritance advisers provides expert guidance to create efficient, compliant plans tailored to your needs.

At Sterling & Law, our role is to provide professional advice, helping you reduce or avoid a large unnecessary being levied on your life’s hard work

What do our inheritance tax adviser do for you?

Typically people use our services because they:

  • Are concerned about the impact of inheritance tax on their estate
  • Would like to reduce or avoid this tax
  • Want to pass on as much of their wealth as possible to their loved ones

Our inheritance tax advisers will meet with you to understand your current and future IHT position.

From there they will develop a plan, in line with your objectives and wishes.

Need advice on inheritance tax?

For a free initial consultation with an experienced, professional adviser, call  020 3740 5856

Tailored tax reduction strategies

There are various methods we can use to reduce or avoid this levy including:

  • Gifts
  • Trusts
  • Charitable donations
  • Business relief
  • Life Insurance
  • Annual exemptions

Each requires expert knowledge and experience, due to the complex nature of this tax. 

Your inheritance tax adviser will advise on the most appropriate and available methods to help meet your needs.

 

Download free guide to Inheritance Tax

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Ongoing advice and support

The world of inheritance tax is ever-changing.

Our advisers offer ongoing support, keeping you informed of legislative changes and adjusting your plan as required to maintain its effectiveness.

We’re committed to being your long-term partner, providing guidance and support every step of the way.

Working with an IHT specialist to preserve your legacy

Our ultimate goal is to help you build and preserve your legacy.

With our specialist inheritance tax advisers, you can have peace of mind knowing your estate is in expert hands.

We work tirelessly to ensure your legacy is protected and passed on according to your wishes, with minimal tax burden.

Contact us today

If you have a query for us, please fill in this short form. We aim to respond within a few hours. 

Articles & guides

If you are looking to learn more about inheritance tax, read one of our informative articles and guides, today:

Your inheritance tax advisers

At Sterling & Law, we have a network of planners and advisers covering London, the Home Counties, and the south of England. 

Our team has extensive knowledge and experience of inheritance tax planning and can provide bespoke solutions to meet your specific needs.

Ealing, London
T: 0208 932 2211
Leicester
T: 020 3740 5856
Hampshire
T: 01329 550 190
M: 07511 777 827
Leicester
T: 020 3740 5856

Frequently Asked Questions (FAQs)

Here are some answers to the questions we are often asked about IHT.

What do inheritance tax advisers do?

Inheritance tax advisers provide specialist advice and strategies to minimise IHT as well as supporting your estate planning goals.

Is it important to consult an IHT specialist?

IHT specialists have in-depth knowledge of tax laws and can offer tailored strategies to efficiently manage your estate’s tax burden.

How can IHT advisers help reduce my tax liability?

They employ various strategies like utilising allowances, setting up trusts, and strategic gifting to reduce your estate’s IHT exposure.

What makes a good inheritance tax adviser?

Expertise in tax law, personalised service, and a track record of successfully minimising clients’ IHT liabilities are key qualities.

Can inheritance tax advisers assist with complex estates?

Yes, they are equipped to handle complex estate scenarios, offering customised solutions for each unique situation.

How often should I consult with my adviser?

Regular consultations are recommended, especially when there are changes in your financial situation or tax laws.

Do IHT advisers only work with high-net-worth individuals?

While often associated with high value estates, IHT advisers can assist anyone looking to optimise their inheritance tax planning.

Can a IHT adviser work with my existing financial planner?

Absolutely, they often collaborate with financial planners to ensure a cohesive approach to your overall financial strategy.

What is the first step in working with a specialist?

The first step is a consultation to assess your estate and discuss your specific needs and goals.

Contact Sterling and Law

If you have a query for us, please fill in this short form. We aim to respond within a few hours.

Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire
5/5
Very efficient and professional, explained the processes very clearly. My adviser understood what I wanted to achieve, he made things easy to understand and explained the more complex issues in layman’s terms.
KC - Brentwood
5/5
I have been using my adviser for some 5 years and cannot praise him enough for the care and advice he has given both to myself and my company. Sterling & Law really care about their clients and I would have no hesitation in recommending them to anyone that needs good professional advice.
JB - London
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