Inheritance Tax Planning

The UK Inheritance tax system is notoriously complex, but the benefits of structuring your estate tax-efficiently can mean more wealth can pass to your beneficiaries. Clark Willis can help mitigate Inheritance tax (IHT) so your loved ones can make the most of your assets, wealth, and property to secure your financial legacy for future generations.


At Clark Willis, we can work with you on mitigating any Inheritance Tax liability you may have, either on your death or any lifetime gifts, and provide recommendations to reduce the tax payable.

The primary position is Inheritance Tax (IHT) is payable at 40% on a person’s assets over £325,000 on death and certain gifts made during their lifetime. There are also additional residential property allowances, transferable allowances between spouses and a rift of exemptions and reliefs.

Estate planning is about more than just Inheritance tax, but the succession of your wealth, your business assets or your farming interests. The structure of your affairs to control who gets what, when and how in accordance with your objectives.

  • Inheritance Tax Planning
  • Business Succession and IHT Relief
  • Agricultural Succession and IHT Relief
  • Trusts
  • Residential Care fees

Our Private Client team includes members of STEP, the global professional association for practitioners who specialise in family inheritance and succession planning.

“Absolutely fantastic service throughout. Friendly and efficient staff and would recommend over and over again for all Law requirements.”

Mrs W, Darlington

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