Search News


 

Inheritance Tax

Lloyd & Co
Chartered Accountants

103-105 Brighton Road
Coulsdon
Surrey, CR5 2NG
020 8668 0500
This email address is being protected from spambots. You need JavaScript enabled to view it.

As part of our personal tax service where we look to understand a client’s circumstances we will be mindful of situations where inheritance tax planning opportunities arise. For example, older taxpayers can achieve significant inheritance tax savings by passing down excess assets to younger generations. If they then survive 7 years, such gifts will not fall to be part of the taxpayer’s estate on death. This is one of a number of actions which might be appropriate.

 

We are also in a position to assist executors of estates in complying with HMRC requirements following a death. Such services will include considering any actions which might still be possible to reduce the inheritance tax liability.

Latest News

Use HMRC’s tax app to save time
01/12/2022 - More...
A free HMRC tax app is available and offers some useful functionality. In fact, in the 12 months up to October 2022,

Low-cost broadband and phone tariffs
01/12/2022 - More...
The Department for Digital, Culture, Media & Sport (DCMS) has published a new press release to confirm that they

Filing abridged company accounts
01/12/2022 - More...
Companies that are dormant or qualify as a small company or ‘micro-entity’ can choose to send a simpler set of accounts