Service overview
Inheritance Tax is calculated by reference to the value of an estate and to the reliefs, exemptions and allowances that apply. The amount of tax, if any, depends on individual circumstances, the nature of the assets involved and the transfers that have been made.
At Accountant Bookkeeping Ltd, we provide Inheritance Tax advice and planning within our professional tax scope for clients throughout Bournemouth, Dorset, London and across the UK. We help clients understand the principles that apply, calculate potential exposure based on the information available and explain the tax considerations that may be relevant to their circumstances.
The work is focused on Inheritance Tax calculations, reporting and planning considerations. Where a matter falls outside our professional scope, or where specialist legal advice is required, we will say so and explain what may be needed.
As an AAT Licensed Accountant, we provide Inheritance Tax advice and planning with transparent fixed-fee pricing and no VAT charged on our fees. Any figures we provide are based on the information available and on the tax rules applying at the date of the advice.
Pricing
Our Inheritance Tax advice and planning service starts from £350. The final fee is confirmed by fixed quotation following an initial review of your circumstances and the scope of the work involved, so you know the cost before any work begins. VAT is not charged on our fees because we are not VAT registered.
Who this service is for
- Individuals who would like to understand their potential Inheritance Tax position.
- Owners of property, investments or business interests with Inheritance Tax considerations.
- Clients making lifetime gifts, or considering how transfers are treated for Inheritance Tax.
- Families and executors who need Inheritance Tax figures or reporting requirements explained.
- Business owners and landlords whose holdings include assets with relief considerations.
What we can help with
- Explanation of Inheritance Tax principles
- Potential IHT exposure
- IHT calculations
- Lifetime gifts and transfers
- Relevant allowances and exemptions
- Business and property considerations where applicable
- Inheritance Tax planning within our professional scope
- Relevant HMRC tax compliance
How it works
Initial discussion
We discuss your circumstances, the assets involved and what you would like to understand or plan for.
Information gathering
We ask for the information needed, such as asset values, ownership details and records of gifts or transfers.
Calculation and review
We calculate the potential Inheritance Tax exposure on the information available and review the allowances, exemptions and reliefs that may be relevant.
Explanation and next steps
We explain the position and the planning considerations within our professional scope, with a fixed quotation for any agreed further work.
Information we may need
- Details of assets and liabilities, including property, investments, cash and business interests.
- Values and ownership details for the assets involved, with supporting valuations where available.
- Records of lifetime gifts and transfers, including dates and values.
- Wills and any existing Inheritance Tax planning arrangements, where available.
- Details of any business or agricultural property interests.
- Relevant HMRC correspondence, returns or calculations.
- Details of what you would like to understand or plan for.
Frequently asked questions
Related services
Scope
Our Inheritance Tax service covers calculations and planning within our professional tax scope. Probate activities and reserved legal services are not provided by Accountant Bookkeeping Ltd.
Get a free quote for inheritance tax advice & planning
Tell us what you need and we'll come back with a clear, fixed fee — no VAT, no obligation.