Harris Bassett
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Our Services:

  • Audit
  • Accounts
    • Bookkeeping
    • Future Proofing
    • Management Accounts
    • Year End Statutory Accounts
  • Taxation
    • Corporation Tax
    • Personal Tax
    • Inheritance Tax
    • Capital Gains Tax
    • VAT
    • Tax Planning
    • Digital Tax
  • Payroll
    • Processing Services
    • Auto Enrolment
  • Other
    • Business Plans
    • Valuations
    • Raising Finance
    • Business Structures
    • Company Secretarial
  • Sectors
    • Manufacturing
    • Distribution
    • Solicitors
    • Self-Employed
    • Charities
    • Farming

Inheritance Tax

Inheritance tax (IHT) is often overlooked as many see it as a tax which only comes into play on death. There are various ways to plan ahead to keep your exposure to IHT to a minimum on death such as efficient use of making gifts using the allowances available. For example many who receive a high income from salaries, pensions and investments are unaware that they can make tax free gifts out of surplus income and in this respect we work closely with clients to identify any surplus and advise on the best way to make full use of this relief. We work closely with our clients and their legal advisors to ensure that their wealth is protected for future generations by using tax efficient wills and trusts (if appropriate), the timely use of reliefs for passing on business assets and agricultural property.

If you would like to discuss or know more about Inheritance Tax then please get in touch with us using the following options:

  • Contact Us
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I have found the people who work at Harris Bassett to be consistently friendly, sincere and efficient. They have prepared my taxation returns for five years now and the way they interact with me has never changed. They have always returned phone calls in person, answered emails promptly and sent my taxation return to the taxation department  in good time. I have never thought of asking any one else to prepare my taxation return even though I live a very long way away from their office and have many accountants in the area where I live who are close by because I know I would be extremely lucky to ever find another firm who is as good in all respects as Harris Bassett.

Christine Noonan

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  • Swansea
    01792 772627
  • Bridgend
    01656 668886
  • Pembroke
    01646 685656
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