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 all the staff at Harris Bassett to be very professional and helpful with all matters that arise running a business, which is so important for me as it enables me to concentrate on solely my business.  There are never any dramas when I have a problem that needs addressing as all the staff are very capable of dealing with things very quickly and are also very happy to help.

Ian Tough, Managing Director, Tough Builders

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