Inheritance Tax Planning
Using reliefs, nil-rate bands and gifting to reduce inheritance tax.
We help you plan ahead so more of your estate passes to your family — making full use of the nil-rate bands, exemptions and reliefs available under the inheritance tax rules.
What's included
- Nil-rate band and residence nil-rate band
- Lifetime gifting and the seven-year rule
- Annual and small-gift exemptions
- Business and Agricultural Property Relief
- Trusts and will-planning coordination
Why choose Sterling
As chartered certified accountants (ACCA) based in Slough and working with businesses across the UK, we combine deep technical expertise with modern cloud technology to keep your inheritance tax planning accurate, compliant and stress-free.
You'll have a named, qualified accountant who understands your business, replies the same day and works proactively — spotting opportunities to save you tax and time before deadlines ever become a problem.
Trusted Advice. Stronger Business. Better Future.
Not sure where to start?
Book a consultation and we'll review your current setup, answer your questions and show you exactly how our inheritance tax planning can help — all on a transparent fixed monthly fee.
Inheritance Tax Planning — your questions answered
Ready to get started with Inheritance Tax Planning?
Arrange a consultation to discuss how we can help — no jargon, no obligation.