Personal Tax services
Inheritance Tax Planning
Tailored solutions to reduce your Inheritance Tax

In the evolving landscape of asset management and tax planning, rising house values in Surrey and South London are making Inheritance Tax (IHT) planning crucial for more than just the very wealthy. At RJP, we provide personalised inheritance tax planning services that not only aim to reduce your tax liabilities but also ensure your loved ones are taken care of with minimal fiscal burden.

Why choose our Inheritance Tax Planning service?

  • Personalised assessments:
    Every estate is unique, which is why we offer customised IHT planning reports to outline your specific tax exposure and mitigation strategies.
  • Expert guidance:
    Benefit from our extensive experience in minimising IHT liabilities, ensuring you make informed decisions that best suit your family’s needs.
  • Comprehensive approach:
    We don’t just plan; we implement strategies that span lifetime gifts to trusts and advising on insurance-based solutions, ensuring all angles are covered.
  • Future proofing:
    Our proactive measures help safeguard against changing regulations and thresholds, keeping your estate planning efficient and effective.

Our Inheritance Tax Planning services includes

  • Detailed IHT planning reports to evaluate current exposure and suggest strategies.
  • Lifetime planning assistance to implement initiatives that can reduce taxes throughout your life.
  • Advice on Will provisions to ensure tax-effective distributions.
  • Trusts and CGT Interaction Consultingto optimise asset control and tax benefits.
  • Suggesting insurance-based IHT solutions where appropriate for additional safety nets.
  • Domicile tax planning to account for residence and domicile status and their impact.
  • Cost-effective Probate services for estates, including those without a will.

Committed to giving you peace of mind

At RJP, we understand that discussing inheritance and estate planning can be sensitive. Our team of friendly and professional experts are here to make this process as clear and straightforward as possible. We are committed to helping you navigate the complexities of inheritance tax, allowing you and your family to feel secure in knowing your estate will be handled exactly as you wish, without unnecessary tax burden or administrative hassle.

Ready to reduce your Inheritance Tax?

Don’t let inheritance tax planning be an afterthought. Contact RJP today to schedule a consultation and take the first step towards securing your legacy. Embrace a future where your assets do what they should – support your loved ones in the ways you intend. Contact us to find out how we can help you plan efficiently and effectively.

How to get onboard with RJP
1
Talk to us
Have an initial discussion with a member of the RJP team to identify ways we can enhance your business's growth with our comprehensive support and strategic advice.
2
Hassle-free migration
Choose RJP and we'll smoothly manage all transitions, handling paperwork, coordinating with your current accountant, and ensuring no deadlines are missed for a worry-free experience.
3
A pathway to growth
Finally, we will send you the required documents to sign and return, leaving you to continue leading your business, backed by our abundant, responsive advice and support.
Here’s what our clients have to say
Hear directly from our clients about how RJP's personal, straightforward approach has made all the difference in their business and personal success.
"I just wanted to drop you a short note to say how grateful I am for the support that RJP has provided over the past 4 weeks while our Financial Controller was away. I struggle to comprehend how much work your staff get through during their weekly visits and they are always a pleasure to have around the office."
"I wanted to write and express our gratitude for your help and hard work in getting Probate through and settling all the taxes. I am so pleased that we selected RJP, as your professional help and updates throughout this process have been invaluable. If at any time in the future Probate assessment may be needed, you will be our first port of call. Once again, many thanks to the whole team."
"I would like to take this opportunity to thank you very much for the amazing job you have done navigating us through this whole process. My family and I also really appreciate the care and compassion demonstrated by you and your team in every dealing. Our thanks to everyone."
"Just a quick e-mail from me to thank you for achieving the target for producing the draft accounts – it is very much appreciated and gives a first class impression of your firm. Many thanks."
"RJP provide our company with a complete service which takes the stress and strain away from the day to day running of our accounts! Their understanding of our business and their patience and advice is invaluable."
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    FAQs
    What services can RJP offer to help me understand how my business is truly performing?
    At RJP, we understand that keeping a finger on the pulse of your business's health is crucial. That's why we offer management reporting services—think of them as a regular health check for your company. These insights show you the real-time performance of your business, helping you make informed decisions to nurture and grow your enterprise.
    I'm keen to expand my business. How can RJP help me with that?
    We love seeing your business flourish! Growth and improvement are at the heart of our practical advice. From the ins and outs of everyday operations to big-picture strategic moves, we're here to offer clear, actionable steps that can propel your business forward.
    Audits and compliance can be a headache. How does RJP ease this process for business owners?
    We know dealing with the issue of compliance and auditing can be less than thrilling. That's exactly why we're here—to handle the complex stuff so you don't have to. We offer comprehensive compliance services, ensuring everything is up-to-date without you having to wade through a sea of regulations.
    I've heard about tax relief schemes but don’t know where to start - can RJP guide me?
    Absolutely! There's a world of opportunity out there to support your business financially, and we're well-equipped to be your guide. We can help you understand and access HMRC’s tax relief schemes that are relevant to you and your business, making sure you're not missing out on any potential benefits.
    If I have a question or need support, how responsive is RJP to my needs?
    When you need us, we're just a call or an email away—no question is too small or too large. We're known for our quick responses and our fixed fees mean you can reach out without worrying about unexpected costs. Plus, we always keep things simple and straight to the point. We're not just your accountants; we're part of your team, ready to support both your business and personal needs.