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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A truly local and personal accountant here to help YOU flourish

Arrange a free consultation today

Debbie Davies-Myers has been my accountant for many years now and we have built a close working relationship. It is the personalised professional service which I most appreciate. Debbie and her team are always available and approachable to deal with queries promptly.

Nicola Symmonds, The Art of Nails Studio - Pencoed

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Get in touch with your nearest office today

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