Inheritance Tax Consultancy and Outsourcing

Need an Inheritance tax consultancy?

Inheritance tax can be a complex and confusing area of law, and many solicitors and probate lawyers turn to chartered accountants for assistance. Inheritance tax consultancy and outsourcing services can help ensure that estates are managed efficiently and effectively, while minimizing tax liabilities. Learn more about the benefits of working with an inheritance tax consultantcy.

Complex Inheritance tax case or just too busy?

As a firm of Chartered Accountants taxation is our speciality! We can help, Solicitors, Chartered Legal Executives and other probate lawyers with tax related matters.  Such as IHT, CGT and other tax issues.  Whether the matter is too complex for you, you require a second opinion or you simply wish to outsource a tax related matter.

We have vast experience in dealing with taxation issues, and in addition can draw on expertise and resources from our sister firm Harries Watkins Jones Chartered Accountants.  We can provide support from our team of qualified accountants. Complex or straight forward we deal with most taxation issues.

Tax and accounting areas that we can help you with:

  • Inheritance tax compliance
  • Inheritance tax consultancy Inheritance Tax Consultancy
  • IHT allowances and reliefs
  • HMRC negotiations
  • Capital gains tax compliance and advice
  • Estate accounts
  • Estate taxation
  • Trust taxation
  • Trust accounts
  • Personal tax matters for deceased clients
  • Self-assessment tax returns
  • Tax refunds
  • Business valuations
  • Non-traded share valuations

Why professionals use us:

  • Qualified and experienced accountants
  • Quick turnaround
  • Fixed fees
  • Friendly service
  • Competitively priced
  • We can deal with matters throughout England & Wales

Outsourced Inheritance tax department

Have you considered outsourcing your IHT compliance work that arises during the probate process?  It may free up time for you to concentrate on aspects that you may find more lucrative and increase your capacity for new work.  All work is carried out in our offices in Wales by UK qualified professionals.

If you would like to discuss any of Inheritance Tax consultancy then please contact us, we would be pleased to hear from you.

Wills and probate Cardiff

We’re excited to find out what we can do for you. Be it a dedicated service or a general inquiry, let’s chat and find out what the next steps are for you.

Institute of Chartered Accountants in England and Wales
ACCA logo
British Estates Succession and Trust Practitioners – the ‘BEST
ICAEW logo
The National Will Register