Inheritance Tax Planning Services in Birmingham: Companies Guide (2026)
AC
Acumon Chartered Accountants·12 min read
Individuals, families and business owners looking for inheritance tax planning services in Birmingham can choose from specialist tax consultancies, accountancy firms, wealth advisers and private client legal practices. Services can include estate and IHT exposure reviews, lifetime gifting, trusts, wills, succession planning and advice on reliefs for qualifying business or agricultural assets. This guide provides a practical overview of firms offering relevant services to Birmingham clients rather than ranking them.
Acumon
Acumon is a UK firm of chartered accountants providing inheritance tax and estate planning services to individuals, families and business owners. Its dedicated Inheritance Tax & Estate Planning service covers estate and inheritance tax exposure reviews, lifetime gifts, available exemptions, trusts, wills, Business Relief, Agricultural Relief and succession planning. The firm can also advise on estate structures where business ownership, property or other significant assets form part of an individual’s estate.
The firm works with organisations ranging from growing owner-managed businesses and charities through to larger corporate groups and regulated entities. Audit engagements are delivered in accordance with International Standards on Auditing (UK) and supported by a structured risk-based audit methodology.
Acumon holds a Public Interest Entity (PIE) audit licence, allowing the firm to audit listed companies and other entities subject to enhanced regulatory oversight in the United Kingdom. PIE audits are subject to additional regulatory supervision and quality requirements.
In addition to its UK audit registration, Acumon also holds recognised auditor status in Jersey and the Isle of Man. These authorisations enable the firm to support international corporate groups where entities are located across multiple jurisdictions.
International group structures frequently involve a combination of UK operating companies and overseas entities. Coordinating accounting, tax and audit work across these structures requires familiarity with cross-border financial reporting, taxation and compliance requirements.
For inheritance tax clients, Acumon’s wider private client, estate and probate, personal tax and advisory capabilities mean inheritance tax planning can be considered alongside capital gains tax, trusts, estate administration, property interests, business succession and other longer-term wealth transfer requirements.
Inheritance Tax Planning Capabilities
Acumon provides inheritance tax planning services across a wide range of organisational structures and sectors. These include:
UK limited companies and corporate groups
Public Interest Entities (PIEs) and regulated organisations
offshore holding companies and investment vehicles
Inheritance tax planning engagements are typically led by senior tax professionals with direct involvement throughout the engagement.
Regulatory Licences and Registrations
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions. These include:
UK statutory audit registration
Public Interest Entity (PIE) audit licence
Jersey audit licence
Isle of Man audit licence
These registrations allow the firm to provide audit services to groups that include entities in both the UK and key international financial centres.
Core Services
Acumon provides a range of services that support financial reporting and governance. These include:
statutory external audit
group and subsidiary audits
Public Interest Entity (PIE) audits
charity and not-for-profit audit
audit of international group structures
internal audit and governance reviews
risk management and compliance support
Audit work is often delivered alongside discussions with management and boards regarding financial reporting processes and governance frameworks. Many organisations initially encounter statutory audit requirements as they grow and exceed the audit exemption thresholds set out in the Companies Act. Acumon works with businesses that are:
approaching their first statutory audit
preparing for external investment
expanding into international markets
operating within corporate group structures
Early engagement with an audit firm can help ensure that financial reporting systems and documentation are aligned with statutory audit requirements.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Grant Thornton UK
Grant Thornton’s private client tax practice advises entrepreneurs, high-net-worth individuals, families and their businesses on inheritance tax and estate planning. Its work can incorporate business structuring, business and asset disposals, UK and overseas trusts, succession arrangements and international personal tax issues.
The firm’s wider trust and estate capabilities are relevant where IHT planning extends beyond an individual tax calculation. Advisers can support trust taxation, estate structures and planning around how family wealth is transferred, making the firm suitable for clients whose personal affairs are linked to businesses, trusts or international interests.
Key Facts
Ideal for: Business owners and families with more complex private client tax requirements
Core services: Inheritance tax, estate planning, trusts, succession and personal tax
Specialization: Planning that connects personal wealth with privately owned businesses
Dains provides inheritance tax advice as part of its wider tax, private client and probate services. Its work can include reviewing an individual’s potential IHT position, considering available reliefs and exemptions and examining how gifts, trusts, estate structures and business interests fit into longer-term succession planning.
The firm’s Birmingham office is its head office at Chamberlain Square. Dains also provides probate and broader taxation services, which can be useful where estate planning needs to continue into administration or where personal wealth is linked to a privately owned business.
Key Facts
Ideal for: Private clients and business owners wanting tax and estate advice from one accountancy group
Core services: Inheritance tax planning, trusts, estates, probate and personal taxation
RSM has a dedicated inheritance tax service within its Private Client and Family Wealth practice. Advisers can review wills, consider trusts or investment-company structures, plan around lifetime wealth transfers and examine the treatment of overseas assets where international residence or multiple jurisdictions affect the estate.
The service is also relevant to entrepreneurs and family businesses considering succession. RSM’s private client work covers inheritance tax alongside capital gains tax, trusts and the transfer of business ownership, allowing personal and commercial planning to be considered together.
Key Facts
Ideal for: Families, entrepreneurs and internationally connected private clients
Shakespeare Martineau provides inheritance tax planning through its private client legal practice. Birmingham-based advisers work on wills, estate and tax planning, trusts and succession arrangements, including reviews of an individual’s existing inheritance tax exposure and options for lifetime planning.
As a law firm rather than an accountancy practice, its role can be particularly relevant when the tax strategy requires changes to wills, trust documentation or other legal arrangements. The firm’s private wealth services also extend to probate and estate administration, creating continuity between planning during lifetime and the later administration of an estate.
Forvis Mazars combines private client tax and financial planning services for individuals, families and business owners. Its private client tax practice specifically includes inheritance tax planning, estate and trust planning, estate administration, trustee services and advice around business sales or succession.
The Birmingham office has private client professionals working directly in inheritance tax and succession planning. Birmingham-based advisers cover areas such as complex wealth structures, reorganisations, estate planning and privately owned businesses, while financial planning specialists can address broader intergenerational wealth objectives.
Key Facts
Ideal for: Private clients with business interests, complex wealth or broader financial planning needs
Core services: IHT planning, estate and trust planning, succession, trustee services and financial planning
Local expertise: Birmingham-based private client tax specialists
Claritas Tax has a dedicated private client practice covering inheritance tax planning alongside income and capital gains tax, trusts, Family Investment Companies and overseas tax matters. Its advisers work with individuals, entrepreneurs, business owners and multi-generational family businesses, allowing IHT planning to be connected with wider wealth preservation and succession objectives.
The firm was founded in Birmingham and maintains its main Birmingham presence on Edmund Street. Its local capabilities also include valuations relevant to inheritance tax and family succession, with Birmingham-based specialists advising on capital taxes and complex ownership structures.
Key Facts
Ideal for: Entrepreneurs, family businesses and private clients requiring specialist tax advice
Core services: Inheritance tax planning, trusts, Family Investment Companies, personal tax and succession advice
Birmingham presence: Established city-centre tax practice
Contact Information:
Website: claritastax.co.uk
Address: Enterprise House, 115 Edmund Street, Birmingham, B3 2HJ
Phone: 0121 726 1717
PKF Smith Cooper
PKF Smith Cooper provides inheritance tax planning through its private client tax team. Its published service covers estate planning, the use of available allowances and reliefs, lifetime gifts and Potentially Exempt Transfers, as well as trusts where these are appropriate to the family’s circumstances.
The firm has an established Birmingham office on Cornwall Street and combines personal tax advice with broader accountancy, business and corporate services. This can be particularly relevant for directors and shareholders whose inheritance tax position depends partly on business interests or succession plans.
Key Facts
Ideal for: Individuals, families and owner-managed business clients
Core services: IHT planning, gifts, trusts, personal tax and estate planning
Birmingham presence: Established central Birmingham office
Contact Information:
Website: www.pkfsmithcooper.com
Facebook: www.facebook.com/PKFsmithcooper
LinkedIn: www.linkedin.com/company/pkfsmithcooper
Instagram: www.instagram.com/pkfsmithcooper
Address: 2 Cornwall Street, Birmingham, B3 2DX
Phone: 0121 236 6789
Evelyn Partners
Evelyn Partners combines inheritance tax and estate planning with financial planning and investment management. Its advisers can consider lifetime gifting, trusts, estate structures and other planning measures while assessing whether clients retain sufficient resources for their own future needs.
Inheritance tax expertise is available directly from the Birmingham team. Birmingham-based financial planners advise on IHT and estate planning alongside retirement, investments, business wealth and pre- or post-exit planning, making the service particularly relevant for people whose estate planning forms part of a wider financial strategy.
Core services: Estate planning, inheritance tax, investments, retirement and business wealth planning
Local expertise: Birmingham-based Chartered Financial Planning capability
Contact Information:
Website: www.evelyn.com
Facebook: www.facebook.com/evelynpartners
Twitter: x.com/evelynpartners
LinkedIn: www.linkedin.com/company/evelynpartners
Instagram: www.instagram.com/evelynpartners
Address: 103 Colmore Row, Birmingham, West Midlands, B3 3AG, United Kingdom
Phone: 020 7131 4000
S&W Group
S&W’s private client tax team advises individuals and families on inheritance tax alongside income tax, capital gains tax, trusts and estate planning. Its IHT work starts with reviewing a client’s financial affairs and potential exposure, then can consider lifetime gifts, wills, trusts, life assurance and available reliefs as part of a wider tax strategy.
The practice also works with entrepreneurs and family businesses on intergenerational wealth and succession. Birmingham-based private client professionals advise business owners on Family Investment Companies, succession planning and IHT mitigation, linking the owner’s personal position with the longer-term future of the business.
Key Facts
Ideal for: Entrepreneurs, business owners and families with complex private client tax affairs
Core services: IHT, trusts, estate planning, gifting and succession
Specialization: Intergenerational wealth planning for business owners
JW Hinks is a Birmingham accountancy practice with a dedicated inheritance tax planning service. Its advisers can carry out an estate review covering assets, liabilities and potential IHT exposure, then consider exemptions and reliefs, lifetime gifts, wills, trusts and other estate planning measures.
The service also specifically addresses business succession, making JW Hinks relevant to owners who need to consider both the transfer of personal wealth and the future ownership of a company. Its Edgbaston office provides a genuinely local option rather than Birmingham simply being part of a national service area.
Key Facts
Ideal for: Birmingham private clients and owner-managed businesses
MHA provides inheritance tax planning through its Private Client Tax practice. Its advisers review a client’s current exposure and can consider options such as available reliefs, the ownership of assets, lifetime gifting, structuring future growth and trusts. The wider team also works with families, international private clients, business owners, trustees and family investment structures.
Inheritance tax can also be incorporated into MHA’s wealth management and succession work, including planning for the transfer of wealth between generations. This gives clients access to tax, business advisory and wealth expertise within the wider group.
Key Facts
Ideal for: Families, business owners and private clients needing wider tax or wealth support
Core services: IHT planning, trusts, asset structuring, succession and personal tax
Birmingham presence: Central Birmingham office on Newhall Street
Cooper Parry provides inheritance tax planning through both its wealth and personal tax practices. Its dedicated IHT service considers estate structures, lifetime gifting, trusts, Family Investment Companies and relevant tax reliefs, with financial planning used where a client also needs to understand the effect of transferring wealth on their own long-term finances.
The firm’s tax team also covers inheritance tax, trusts and estates, capital gains tax and shareholder planning. For business owners, Cooper Parry has separate expertise around Business Relief and succession, making it useful where a substantial part of family wealth is held in a trading business.
Key Facts
Ideal for: Business owners and families combining tax and financial planning
Core services: IHT planning, gifting, trusts, Family Investment Companies and succession
Specialization: Joined-up private client tax and wealth planning
Prime Accountants provides personal tax services from its Birmingham office, including inheritance tax liabilities and planning alongside income tax, capital gains tax and Self Assessment. The wider group also covers succession planning for business owners, which can be relevant when company shares form a significant part of the estate.
Through Prime Wealth Planning, clients can also access estate planning that considers trusts, lifetime gifts and the transfer of property, together with wider financial planning and wealth management. This creates an option for clients who want their tax adviser and financial planner to coordinate on the same longer-term estate strategy.
Key Facts
Ideal for: Individuals and business owners seeking accountancy and wealth planning within the same group
Core services: IHT planning, personal tax, estate planning, trusts and succession
Birmingham presence: Central Birmingham accountancy and wealth planning office
Address: Charter House, 161 Newhall Street, Birmingham, B3 1SW
Phone: 0121 233 2992
Conclusion
Inheritance tax planning providers in Birmingham vary considerably in how they approach the wider estate. Specialist tax firms tend to focus heavily on technical tax planning, while accountancy groups can connect IHT advice with business ownership, trusts, personal taxation and succession. Wealth advisers add financial planning and investment considerations, while private client law firms can deal directly with wills, trusts and the legal implementation of an estate plan.
There is no single provider that will suit every estate. The appropriate choice depends on factors such as the complexity of the assets involved, whether a family business or overseas property is included, the need for trust or will work, whether regulated financial advice is required and whether the client wants ongoing support rather than a one-off inheritance tax review.
AC
Written by the Acumon team
Acumon is an ICAEW-registered firm of chartered accountants and registered auditors
based in London, with offices in Pitstone, Aylesbury and Bournemouth. Need advice on
anything covered here? Talk to us.
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