Trust and Inheritance Planning

With Inheritance Tax allowances frozen for several years now, more people than ever before are finding themselves subject to a potential 40% tax charge on death. We aim to show our clients that Inheritance Tax is not just a “death tax” but that, quite on the contrary, there are various lifetime planning options available to mitigate tax exposure.

Whilst certainly not the only planning strategy, we regularly advise our clients on the use of family Trust structures, securing tax advantages as well as safeguarding family assets. It is vital that our clients understand and are comfortable with the long-term implications of establishing a Trust which requires holistic consideration of Income Tax and Capital Gains Tax as well as Inheritance Tax along with advice on all associated non-tax drivers and consequences.

  • We can quantify your potential current exposure to Inheritance Tax to give you a clearer insight into your assets and liabilities and thereby assess whether you should consider planning now
  • Our specialist Inheritance Tax team will provide bespoke advice on the tax mitigation options available to you and recommendations on how best to implement appropriate tax planning strategies.
  • We provide peace of mind that your family wealth is protected and preserved for the benefit of future generations.
Derek Mitchell web

Key Contact

Derek Mitchell
Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 1224 625111

Our Plus Factor

Our Plus Factor

Client Testimonials

The plus factor in action

"They're on your side......A2B stepped in after HMRC continuously got ...

Ted Reay CNR International (UK) Limited

Read More...

"I was faced with both the scary and depressing realisation ...

Anonymous

Read More...

"My relationship with AAB has grown as the business has ...

Alex Wiseman

Read More...

"AAB's IHT, Trusts and Estates team looked after the tax ...

Keith Fletcher

Read More...

"I have been very much looked after by the Private ...

Joanna Robertson

Read More...

"The Private Client Tax Department at Anderson Anderson & Brown ...

DR

Read More...

“There are huge benefits to using this multi-disciplinary firm. When ...

Milmor Properties Ltd

Read More...

"AAB have been our accountants for many years. Having AAB ...

A.R. Mathers & Sons

Read More...

"Members of my family company, Robert Duthie and Sons Ltd ...

Robert Duthie and Sons Ltd

Read More...

"AAB have proactively managed my tax affairs for more than ...

Peter Lazzari

Read More...

"Different Class! I became a client of AAB approximately a year ...

Steve Bonsor

Read More...

"When I decided to embark on Inheritance Tax planning, I ...

James Thom

Read More...

"I have been a personal tax client of AAB for ...

Peter Williams

Read More...

"At CLP we've worked with AAB since setting up the ...

The Commercial Law Practice

Read More...

"I was really impressed with the knowledge displayed by the ...

George Sim

Read More...

"AAB provide invaluable support and assistance, working closely with us ...

Mackie Ramsay Taylor

Read More...

"We have an excellent relationship with AAB formed over 7+ ...

Stanley & Evelyn Morrice

Read More...

"Lynn and the team have been excellent at assisting with ...

Peter

Read More...

"The same Private Client individuals have looked after my personal ...

Jon Murphy

Read More...

"Upping sticks and moving overseas to work/set up home, is ...

Fraser Louden

Read More...

Case Studies

The plus factor in action

Background The UK subsidiaries of a global weather forecasting and decision ...

Technology & Media: Case Study 2

Read More...

Background Company with an overseas parent, which provides sales, rental and ...

Engineering & Manufacturing: Case St…

Read More...

Background A UK energy company requiring tax compliance advice for their ...

Oil & Gas - E&P: Case Study 3

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...

Background Specialist lender and savings bank offering products to SME’s, homeowners ...

Financial Services: Case Study 1

Read More...

Background We were approached by an established E&P operator with assets ...

Oil & Gas - E&P: Case Study 4

Read More...

Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A local headquartered business providing building and facilities maintenance and ...

Facilities Management : Case Study 2

Read More...

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background A local corporate property developer was approached to sell a ...

Construction & Property: Case Study …

Read More...

Background AAB were engaged in early 2011 to assist a trust ...

Public Sector: Case Study 1

Read More...

Background Preparation of detailed financial projections for a housing association in ...

Housing Associations: Case Study 1

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background A family led estate with a traditional mix of forestry ...

Rural: Case Study 1

Read More...

Background A new charity requiring support after a period of change ...

Charities: Case Study 2

Read More...

Background An existing charity client going through a transition period after ...

Charities: Case Study 1

Read More...

Background One of the world’s largest window covering companies based in ...

Construction & Property: Case Study …

Read More...

Background Successful privately owned UK construction business with an ageing senior ...

Construction & Property: Case Study …

Read More...

Background Having been recently appointed advisors to a company that rents ...

Construction & Property: Case Study …

Read More...