IHT & Estate Planning

Your greatest legacy could be what you achieve for others. Our IHT tax consultants will help you plan for the future. We will ensure your wishes are communicated and your loved ones are your intended beneficiaries.

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None of us knows what is around the corner. That is why considered intelligent Inheritance Tax and Estate Planning now, will give you peace of mind that everything is in place for the future and your wishes will be acknowledged.

Protect your wealth

Our Inheritance Tax specialists have amassed years of experience in this area. They know all the best routes and techniques to protect your wealth and minimise your tax liability.

That means they are well placed to offer advice – showing you the steps you can take now, while balancing your current and future needs. They will also work alongside your other professional advisors to ensure your IHT strategy aligns with the rest of your plans and is understood by all.

Estates

Thinking about IHT is one thing. Thinking about your entire estate is another entity altogether. Our Estate Planning specialists can help you explore all options. From mitigating IHT by utilising lifetime gifts, both outright or via a Trust, or helping you write or update your Will. We can help ensure your estate is in order so that it can be resolved without unnecessary delays.

Executors

You will probably select a family member to act as an executor for your Will. We believe it can be helpful to have professional support in place to help lead the way.

We are here to guide, advise and provide reassurance for your other executors. Something many are grateful for at such a difficult time. We can also act as trustees if you would like us to.

Power of Attorney

Executing lasting powers of attorney has become more prevalent in recent years. This is where an individual grants authority over financial decisions to designated attorneys under a property and financial affairs lasting power of attorney, either immediately or in the event of their incapacity to act. We recommend that you seek professional advice in this area as individual circumstances vary. We have experience of drafting lasting power of attorneys and can help ensure that your wishes are documented and scenarios considered.

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Contact us for expert and considerate advice on IHT and Estate planning

    IHT & Estate Planninghttps://www.alliotts.com/expertise/private-client-advisory/iht-estate-planning/
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    Jane
    Thackstone

    Partner

    View Jane's profile

    IHT and Estate Planning

    Jane is specialised in advising on inheritance tax planning in order to work with the client to advise on the options to manage, reduce or eliminate a future inheritance liability, including the set up and use of Trusts.

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    Sarah Messruther | Alliotts

    Sarah
    Messruther

    Senior Manager, Mixed Tax

    View Sarah's profile

    Sarah is a qualified Chartered Accountant and Chartered Tax Adviser. She has worked at Alliotts for over ten years, after a career change from teaching. She started in our audit and accounts teams, before transferring to our tax team in 2018. Her role involves a variety of taxes and areas: personal and corporate tax advisory; individual, companies and trusts compliance.
    She is carving out a niche in advising on tax and international mobility, perhaps inspired by a letter about her own position during a stay in China.

    Testimonials

    “I recently engaged Alliotts for my UK tax needs, and I cannot recommend them highly enough, especially Sarah Messruther, who handled my case. My situation was quite complex, having spent several years as an expat in Saudi Arabia and now repatriating to the UK. Navigating the UK tax system after years abroad was daunting, and I started this process with a lot of uncertainty and concern about compliance and asset protection.

    Sarah was incredibly patient and knowledgeable throughout. She took the time to thoroughly understand my circumstances and provided clear, comprehensive advice for both my 24/25 UK tax report and consultancy for the 25/26 tax year. Every question I had, no matter how small, was addressed promptly and in detail. Sarah’s guidance gave me absolute confidence that I am acting fully within the law while also protecting my assets.

    The peace of mind I’ve gained from working with Alliotts and Sarah is truly invaluable. The investment in their services has more than paid for itself in clarity, reassurance, and expert support during this important transition. If you’re looking for a firm that combines expertise with genuine care and patience, I wholeheartedly recommend Alliotts.”

    avianne karamath

    PRIVATE CLIENT