ABOUT
Meet Sophie.
Explains inheritance tax in plain English and shows a rough worked example, so you understand what might be owed before you speak to an accountant or solicitor.
WHAT YOU'LL RECEIVE
A clear Inheritance Tax planning report that calculates your estate's IHT exposure and sets out the allowances, reliefs and mitigation strategies available, prepared for a solicitor or tax adviser to review.
A full IHT liability calculation with all the working shown (gross estate, net estate, chargeable estate, effective rate)
A breakdown of every allowance and relief available to your estate (Nil Rate Band, Residence Nil Rate Band, spouse and charity exemptions, BPR/APR)
Prioritised mitigation strategies with estimated savings, plus any requested what-if scenario comparisons
Prioritised recommendations and colour-coded warnings flagging time-sensitive actions and assumptions
This is calculations and reports, not tax advice — IHT planning should be reviewed by a qualified tax adviser or solicitor before you act on it.
CAN DO
IHT exposure calculations
Tax planning strategies
Gift & PET analysis
What-if scenario modelling
RNRB eligibility checks
SERVICES
OFTEN WORKS WITH
