Inheritance Tax Planning

The concept of inheritance tax planning puts many people off because they don't like to think about dying. However, frozen IHT thresholds and asset appreciation mean more and more estates are left with a significant inheritance tax liability. Today's decisions can significantly impact how well your family, friends, or other beneficiaries benefit from your estate when you die.

At Sam Rogoff & Co, we have assisted numerous clients in Fitzrovia and Marylebone with their IHT planning to decrease their future tax bills.

When is the right time for inheritance tax planning?

Many leave inheritance tax planning until they are coming up to or are in retirement. However, life-changing events, such as marriage, divorce, the death of a family member, medical reasons, and so on, may dictate that the tax planning exercise should be carried out much sooner.

Numerous tax planning opportunities are available, and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system and maximising the amount your beneficiaries will inherit.

How can we help?

When planning to transfer or wind up an estate, adequate provisions must be made. Getting the right balance requires considerable skill, foresight, and detailed knowledge of the current tax regime. We provide a comprehensive inheritance tax planning service that includes the following:

  • help with planning and reviewing a will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring business or agricultural property
  • transferring assets into a trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.

Looking beyond inheritance tax

We take a proactive look at your business, personal finances, and assets to advise on a range of tax planning measures that you can adopt that are tailored to your individual circumstances. In doing so, we consider the potential for reducing future capital gains taxes on the sale or transfer of your assets and reducing income tax where possible. Our holistic approach to tax planning will also uncover other areas where taxes can be saved, both now and in the future.

Find out more about our range of taxation services.

Inheritance tax planning – example saving

We recently carried out an inheritance tax planning exercise for a client involving property. This was a very simple tax planning exercise, which didn't require setting up a trust, although trusts can be an advantageous tax planning vehicle in some circumstances. Our in-house team worked closely with our recommended property valuer to create a bespoke plan which helped our client save tens of thousands of pounds in inheritance tax.

To see if we could save you or your family future inheritance tax, please contact us on 0207 637 5310 or email


Sam Rogoff & Co Ltd, 3rd Floor, Great Titchfield House, 14-18 Great Titchfield Street, London W1W 8BD

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0207 637 5310

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Sam Rogoff & Co Ltd, is a UK Limited Company registered in England and Wales under number 07092178. Sam Rogoff & Co Ltd is authorised and regulated by the Institute of Chartered Accountants in England and Wales (“ICAEW”) under registration number C002545445 and is subject to the ICAEW Code of Ethics. Regulated for a range of investment business activities, and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the ICAEW. Details of our status can be viewed at under registration number C002545445. We are registered for VAT under registration number GB 228 4926 42