Inheritance Tax Planning Companies in the UK: A Practical Guide
AC
Acumon Chartered Accountants·16 min read
Planning for inheritance tax is about more than reducing a future tax bill. It forms part of a wider approach to protecting family wealth, supporting long-term financial goals and ensuring assets are passed on in line with personal wishes.
The UK has a well-established market for inheritance tax planning services, ranging from specialist tax advisers and chartered accountants to wealth managers and full-service professional firms. While many providers offer similar core services, their experience, areas of expertise and approach to estate planning can differ depending on the needs of the individuals, families and business owners they support.
This guide highlights a selection of inheritance tax planning firms operating across the UK. Rather than ranking providers, it aims to provide practical context around the types of services available, the organisations that offer them and the factors that may be worth considering when choosing professional advice. Whether you're reviewing your estate for the first time or looking for ongoing succession planning support, understanding the different approaches can help you make a more informed decision.
Acumon
Acumon is a UK firm of chartered accountants and advisors providing inheritance tax planning services to individuals, families and businesses across the UK.
The firm works with clients ranging from private individuals and business owners through to family businesses and UK companies. Inheritance tax planning services are designed to support long-term tax planning, estate planning and succession planning while helping clients manage their tax obligations effectively.
Acumon provides tax services including personal tax planning, estate planning, inheritance tax planning and advisory support. Services are delivered through a structured approach designed to support tax efficiency while maintaining compliance with UK tax legislation.
Acumon holds a Public Interest Entity (PIE) audit licence, enabling the firm to support organisations subject to enhanced regulatory oversight in the United Kingdom. In addition to its UK statutory audit registration, the firm also maintains audit licences in the Cayman Islands, British Virgin Islands (BVI), Jersey and Isle of Man, supporting clients with international structures and cross-border reporting requirements.
Inheritance tax planning forms an important part of long-term financial planning for many individuals, families and business owners. Reviewing inheritance tax liabilities, available reliefs and succession arrangements can help support effective estate planning while maintaining compliance with UK tax legislation.
Acumon works with private clients, business owners and families to support tax planning while helping clients strengthen long-term financial planning and succession arrangements.
Inheritance Tax Planning Capabilities
Acumon provides inheritance tax planning services across a wide range of individuals and businesses.
These include:
private individuals and families
business owners and family businesses
UK companies and their shareholders
property owners and investors
clients planning succession arrangements
clients reviewing inheritance tax obligations
Inheritance tax planning engagements are typically led by experienced 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
Cayman Islands audit licence
British Virgin Islands audit licence
These registrations allow the firm to support organisations operating across both the UK and key international financial centres.
Core Services
In addition to inheritance tax planning services, Acumon provides a range of services that support tax planning and financial governance.
These include:
inheritance tax planning services
personal tax planning
statutory external audit
group and subsidiary audits
Public Interest Entity (PIE) audits
estate planning and tax advisory support
charity and not-for-profit audit
internal audit and governance reviews
risk management and compliance support
Inheritance tax planning work is often delivered alongside discussions with clients regarding estate planning, succession planning and long-term tax planning.
Many individuals and business owners seek professional advice when reviewing their estate, planning for the future or considering long-term tax obligations.
Acumon works with clients that are:
planning for the future
reviewing their tax position
managing family wealth
supporting succession planning
maintaining tax compliance
Early engagement can help ensure that inheritance tax planning remains aligned with long-term financial objectives and changing tax requirements.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Phone: 020 8567 3451
HaysMac
HaysMac approaches inheritance tax planning as part of wider private wealth and estate planning, helping individuals and families understand how inheritance tax may affect the transfer of their assets over time. Their advice covers the practical steps that can be taken to review an estate, consider available reliefs and exemptions, and plan for future generations in a way that reflects personal circumstances and family arrangements.
Planning often extends beyond inheritance tax alone. They look at areas such as wills, trusts, business and agricultural property, with the aim of ensuring that different parts of an estate work together effectively. As tax legislation changes, their team reviews existing arrangements so clients can consider whether updates are needed to keep their planning aligned with current UK rules.
Key Highlights
Inheritance tax planning for individuals and families
Estate reviews focused on long-term wealth transfer
Advice on inheritance tax reliefs and exemptions
Support with wills, trusts and succession planning
Experience with business and agricultural property matters
Inheritance tax planning delivered within broader private wealth and tax services
Moore Kingston Smith include inheritance tax planning within their wider private client tax and estate planning services. They help individuals and families review how wealth can be passed to future generations while considering inheritance tax, succession planning and the legal arrangements that support an estate. Their approach brings together tax advisers, accountants, lawyers and financial planners, allowing different aspects of estate planning to be considered as part of one process.
Inheritance tax planning is closely connected with wills, trusts and long-term family planning, so these areas are reviewed together where appropriate. They also advise on business succession, estate administration and asset valuations, helping clients understand how different parts of an estate may affect future inheritance tax liabilities. Executor, trustee and attorney services are also available where ongoing administration or independent oversight is required.
Key Highlights
Inheritance tax planning within broader private client tax services
Multi-disciplinary team including tax, legal and financial planning specialists
Estate planning for individuals, families and business owners
Advice on trusts, wills and succession planning
Support with estate administration and executor services
Cross-border tax and estate planning available where required
Evelyn Partners include inheritance tax planning within a broader financial planning and estate planning service. Their approach looks at how assets can be passed to future generations while taking account of personal financial needs during retirement and later life. Estate planning is considered alongside wider financial decisions, helping individuals understand how different assets may affect future inheritance tax liabilities.
Planning may involve reviewing gifting strategies, trusts, pensions and charitable giving, as well as considering how changing tax rules could influence long-term decisions. Cashflow modelling also forms part of their process, allowing clients to assess how much wealth can be transferred while maintaining their preferred lifestyle and financial security.
Key Highlights
Inheritance tax planning as part of wider financial planning
Estate planning for individuals and families
Cashflow modelling to support long-term decisions
Advice on gifting, trusts and charitable giving
Pension and succession planning considerations
Ongoing reviews to reflect changes in legislation
Services
Inheritance tax planning
Estate planning
Lifetime gifting advice
Trust planning
Pension estate planning
Cashflow modelling
Charitable giving planning
Wealth succession planning
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: 45 Gresham Street, London, EC2V 7BG, United Kingdom
Phone: 0203 993 8693
The Private Office
The Private Office focuses on inheritance tax planning through long-term financial planning, helping individuals and families consider how their estates may be affected by current tax rules and future legislative changes. Their guidance covers practical ways to organise assets, make use of available allowances and prepare for the transfer of wealth across generations.
Each estate brings different priorities, so planning can include gifting, trusts, business relief, charitable giving and pension considerations where appropriate. Their advisers also review how wider financial decisions connect with inheritance tax, giving clients a clearer picture of how different strategies may fit into an overall estate plan.
Key Highlights
Inheritance tax planning integrated with financial planning
Address: Cambridge House, Henry Street, Bath, BA1 1BT
Phone: 0333 323 9065
Lanop Business & Tax Advisors
Lanop Business & Tax Advisors offer inheritance tax planning for individuals, families and business owners who want to organise their estates with future tax considerations in mind. Their work covers the structure of personal and business assets, helping clients understand how inheritance tax may affect property, investments and family wealth over time.
Estate planning is linked with other tax and advisory services, allowing different aspects of financial planning to be reviewed together. Alongside inheritance tax planning, they consider wills, trusts, business succession and lifetime gifting, with ongoing reviews where personal circumstances or tax legislation change.
Key Highlights
Inheritance tax planning for individuals and business owners
Address: 389 Upper Richmond Rd, London SW15 5QL, UK
Phone: 0208 392 9375
Titan Wealth International
Titan Wealth International specialise in inheritance tax planning for UK expatriates and individuals with assets across more than one country. Their work focuses on the tax and estate planning issues that can arise where UK inheritance tax rules interact with different legal and tax systems overseas.
Cross-border planning may include reviewing residency status, international assets, trusts and wealth structures alongside more traditional inheritance tax strategies such as gifting and life insurance. Their guidance also considers legislative changes that affect internationally mobile families and long-term residents.
Key Highlights
Inheritance tax planning for UK expatriates
Cross-border estate planning
Guidance on UK residency and inheritance tax rules
Address: 3 Temple Quay, Temple Back East, Bristol, BS1 6DZ
Phone: +44 (0)800 048 0150
Page Kirk
Page Kirk include inheritance tax planning within their wider tax advisory services, helping individuals and families review how estates can be passed on with greater tax efficiency. Their advice covers the main inheritance tax rules, available exemptions and planning options that may reduce unnecessary tax liabilities while remaining aligned with UK legislation.
Inheritance tax planning often connects with succession, trusts and estate administration, so these areas are considered together where appropriate. By reviewing the overall structure of an estate, they help clients understand how different assets and family circumstances may influence future tax outcomes.
Key Highlights
Inheritance tax planning for individuals and families
Estate planning within wider tax advisory services
Guidance on inheritance tax exemptions and reliefs
DNS Accountants include inheritance tax planning within their wider tax advisory services, helping individuals, families and business owners review how their wealth can be passed on in a tax-efficient way. Their advisers look at personal and business assets together, allowing inheritance tax planning to be considered alongside broader tax and financial decisions rather than as a separate exercise.
Their planning covers areas such as estate structuring, gifting, trusts and family investment companies, with advice tailored to each client's financial circumstances. They also support long-term succession planning and work with clients to identify available tax reliefs while keeping plans aligned with current UK tax legislation.
Key Highlights
Inheritance tax planning as part of wider tax advisory services
Estate planning for individuals, families and business owners
Guidance on gifting and trust planning
Advice on family investment companies and succession planning
Review of available inheritance tax reliefs and allowances
Integrated support covering personal and business tax matters
Address: DNS House, 382 Kenton Road, Harrow, Middlesex, HA3 8DP
Phone: 03330602437
Audit Consulting Group
Audit Consulting Group focuses on inheritance tax planning for individuals and families who want to understand how their estates may be affected by UK inheritance tax rules. They look at the overall value of an estate, explain the available allowances and reliefs, and help clients consider planning options before assets are passed to future generations.
Their inheritance tax work covers a range of practical areas including gifting, trusts, business relief and estate reviews. Planning is not treated as a one-off exercise, with ongoing reviews available when family circumstances or tax legislation change. Inheritance tax planning also forms part of their wider tax and accounting services, allowing clients to consider estate planning alongside other financial matters.
Key Highlights
Inheritance tax planning for individuals and families
Address: Chiswick Business Park, 566 Chiswick High Rd Building 7, London W4 5YG
Phone: +44 7488 818175
PKF Francis Clark
PKF Francis Clark includes inheritance tax planning within their wider private client tax and financial planning services. They support individuals and families with succession planning, helping them understand how inheritance tax may apply to their estates and what planning options are available under current UK legislation.
Inheritance tax planning is considered alongside financial planning, wills and long-term family objectives. Their tax advisers work with financial planners to review areas such as lifetime gifting, business property relief and residence nil-rate band planning, giving clients a broader view of how different parts of an estate fit together.
Key Highlights
Inheritance tax planning as part of private client tax services
Estate and succession planning support
Joint approach with financial planning advisers
Guidance on lifetime gifts and inheritance tax reliefs
Armstrong Watson approaches inheritance tax planning as part of a wider estate planning process, helping individuals and families consider how their assets can be passed on while taking account of current tax rules. Their advisers review estates, explain the available allowances and identify planning opportunities that may help reduce future inheritance tax liabilities.
Their work also considers the legal and financial arrangements that support long-term planning. This includes reviewing wills, trusts, lifetime gifting and lasting powers of attorney alongside inheritance tax planning, allowing different aspects of an estate to be considered together.
Key Highlights
Inheritance tax planning integrated with estate planning
Joint advice from financial planners and tax specialists
Guidance on available tax allowances and exemptions
PEM provides inheritance tax planning through their private client tax services, helping individuals and families understand how inheritance tax could affect their estates. Their advisers review assets, available reliefs and exemptions, giving clients a clearer picture of potential tax exposure before wealth is transferred to future generations.
Planning is tailored to individual circumstances and often includes trusts, gifting, business assets and succession arrangements. They also work alongside probate and estate services where required, allowing inheritance tax planning to form part of a broader approach to managing family wealth.
Address: Salisbury House, Station Road, Cambridge, CB1 2LA
Phone: 01223 728222
Killik & Co
Killik & Co includes inheritance tax planning within their tax, trustee and wealth planning services. They help clients understand how inheritance tax may affect investments, property and other assets, before considering strategies that support the transfer of wealth to future generations.
Their planning process begins with a review of personal circumstances and financial goals before recommendations are made. Alongside inheritance tax planning, they advise on gifting, suitable investment structures, trusts and wider estate planning, with ongoing support as financial circumstances develop over time.
Key Highlights
Inheritance tax planning linked with wealth management
Estate planning tailored to personal circumstances
Tax and trustee specialists working alongside advisers
David Howard offers inheritance tax planning for individuals and families looking to organise their estates with future tax liabilities in mind. Their advisers review the value and structure of an estate before identifying planning opportunities that may help reduce inheritance tax while supporting long-term succession plans.
Their advice covers a range of practical planning areas, including lifetime gifting, trusts, property ownership and business reliefs. They also work with solicitors and financial advisers where appropriate, allowing inheritance tax planning to fit into wider estate and financial planning arrangements.
Key Highlights
Inheritance tax planning for individuals and families
Choosing an inheritance tax planning service is rarely about finding a single approach that suits everyone. The right adviser will depend on the size and structure of your estate, your family circumstances, the types of assets you own, and whether you also need support with areas such as trusts, wills, business succession or wider financial planning.
The firms featured in this guide offer different combinations of tax, legal and financial expertise. Taking time to compare their services, experience and planning approach can help you find one that matches your circumstances and long-term goals. Inheritance tax planning is most effective when it forms part of a broader estate plan that is reviewed as your financial position, family situation and UK tax rules change over time.
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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