Inheritance tax planning
Inheritance tax accountant services for effective estate planning
SRG offers expert inheritance tax accountant services designed to help you minimise tax liabilities and protect your wealth for future generations. Our experienced team provides tailored advice on inheritance tax planning, helping you navigate the complexities of UK tax laws and ensuring your estate is structured efficiently.
Whether you’re planning for the transfer of assets, setting up trusts, or considering gifting strategies, our inheritance tax accountants work closely with you to provide customised solutions. We take the time to understand your personal circumstances, ensuring your wealth is preserved and passed on according to your wishes while keeping tax exposure to a minimum.Â
With over a century of expertise, we combine traditional estate planning strategies with modern financial tools to ensure your assets are protected. Our personalised approach helps you navigate inheritance tax laws, ensuring peace of mind for you and your loved ones. Contact us today to learn more about our inheritance tax services.
Personalised advice, proven expertise
Contact SRG today and discover financial solutions that blend heritage, innovation, and your unique requirements.
Specialist inheritance tax advice
Comprehensive inheritance tax planning
We offer a complete range of inheritance tax planning services, ensuring your estate is structured in a tax-efficient manner. Our tailored approach helps you reduce liabilities and preserve more of your wealth for future generations.
Trust structures and estate planning
Our inheritance tax accountants provide expert guidance on setting up trusts as part of your estate planning strategy. Trusts can be an effective way to manage and protect your wealth, ensuring it is passed on according to your wishes while reducing tax exposure.
Gifting strategies to reduce inheritance tax
We help you explore gifting strategies that can minimise your inheritance tax liabilities. Whether through direct gifts or gifts placed in trust, our expert advice ensures you take advantage of available reliefs while planning for your future.
Inheritance tax relief and exemptions
Our inheritance tax accountants ensure that you make the most of all available reliefs and exemptions, such as the nil-rate band and residence nil-rate band. We provide tailored advice on how to structure your estate to maximise these benefits.
Estate valuation and tax efficiency
We assist in valuing your estate, ensuring that all assets are accurately accounted for and structured in a tax-efficient way. Our aim is to reduce tax liabilities while ensuring a smooth transfer of wealth to your beneficiaries.
Personalised estate planning advice
Every estate is unique, which is why we provide personalised inheritance tax planning advice. Our solutions are tailored to your specific circumstances, ensuring that your wealth is protected and transferred with minimal tax impact.
Our expertise
across key sectors
SRG provides specialised financial services across a range of sectors. Our key areas of expertise include Agriculture and Landed Estates, where we offer tailored support for rural businesses, and Financial Services, with a focus on regulatory compliance and growth. We also serve the Manufacturing sector, Leisure and Entertainment, and Wholesalers, delivering customised solutions that drive success.
Auditing services
SRG provides expert accounting services, blending traditional expertise with modern solutions. We deliver meticulous financial support tailored to your unique needs.
Tax planning services
We offer strategic tax planning, ensuring you maximise savings and comply with regulations. Our personalised approach optimises your tax position for long-term success.
Business accountancy services
SRG delivers comprehensive business accountancy services, tailored to your needs, ensuring accurate financial management and strategic growth.
Explore all
of our services
Looking for a chartered accountant or financial adviser in Central London or Glasgow? View our full range of expert financial services and discover how SRG can support and enhance your business success.