Private Clients

Inheritance Tax Planning

Many more estates are being subject to Inheritance Tax even at relatively modest levels especially as house prices continue to rise. BRI will work alongside or recommend other suitable professionals such as solicitors and accountants to ensure that your affairs are organised efficiently whilst continuing to meet your requirements for income and capital in old age. We have access to many solutions that will legitimately allow you access to both capital and or income whilst providing Inheritance Tax advantages. These include investments that qualify for Business Relief, a full range of Trusts and Enterprise Investment Schemes.