Inheritance Tax

Inheritance Tax

Inheritance Tax is payable on any Estate valued over £325,000 (£650,000 for married couples and civil partners) and is charged at 40% on all your assets over and above this threshold.  It can include things like property, possessions, insurance policies and investments.

As Inheritance Tax is a very complex area of law it is important you seek the advice of a specialist to assess the value of your estate and any potential tax charges that may apply.  However with carefully considered planning, you can reduce the tax burden.

Our Private Client lawyers can create tax efficient Wills and Trusts, protecting your wealth and transferring maximum gain to your intended beneficiaries. We can provide all the advice you need and can implement various strategies to protect your estate including:

  • Intricate Will structures to include property and discretionary trusts
  • UK and offshore tax planning
  • International tax and succession planning
  • Advice on efficient use of annual exemption allowances
  • Lifetime gifts to trusts and individuals
  • Nil Rate Band Planning
  • Agricultural property
  • Business Assets
  • Charities
  • Personal Tax

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Cobham Office

15A High Street
Cobham
Surrey
KT11 3DH

T: 01932 589599
F: 01932 505087

SRA: 631669.

Dorking Office

150-156 High Street
Dorking
Surrey
RH4 1BQ

T: 01306 880110
F: 01306 471230

SRA: 446286

Godalming Office

The Tanners
75 Meadrow
Godalming
Surrey
GU7 3HS

T: 01483 861848
F: 01483 431965

SRA: 446294

 Downs Solicitors LLP is a limited liability partnership registered in England and Wales, registered number is OC 321831
Registered office: 150-156 High Street, Dorking, Surrey, RH4 1BQ. VAT number: GB 209927442

A list of members names is available for inspection at the above address
Authorised and reguated by the Solicitors' Regualtion Authority SRA: 446286. 

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