Inheritance Tax Planning Support for the Professional Advisor

Our aim is to provide Professional Advisors with a specialist Inheritance Tax (IHT) support service to help them enhance their relationship with their most valuable clients.

We provide a personalised service to an existing advisor’s high net worth clients and operate as an extension of the Professional Advisor's other wealth management advice.

Professional Advisors want to deliver the best possible IHT advice to their valued clients at an appropriate time in their client’s life.

It is important that each and every client is treated as an individual with his or her unique circumstances and objectives taken into account. Creating the best IHT plan for an individual client can be very time consuming and require expertise in this complex area of tax.


Often Professional Advisors prefer to work with an independent specialist in IHT, minimising the risk in an area where inappropriate advice could damage a relationship. Working with specialists like us can also help to reduce the risk of valuable clients transferring to large national wealth management rivals that purport to offer a more comprehensive service. IHT Planning Matters advise and withdraw after all the compliance issues are addressed and we have no ongoing relationship with the clients of Professional Advisors.

IHT Planning Matters provide expert planning, not expensive insurance products.

• Of paramount importance is the quality and validity of the IHT expertise we offer to clients of Professional Advisors. Every client’s IHT plan is personally created and supervised by the Head of IHT Planning Matters, Peter Legg. Peter is a well respected and published Fellow of the Chartered Institute of Taxation and has over 25 years of successfully tailoring IHT plans to meet the needs and objectives of high net worth clients in the UK.

• IHT Planning Matters understands the likely HMRC stance on artificial structures and schemes. This allows us to successfully implement IHT plans for clients in the knowledge that they will be approved by HMRC and consequently protect the value of a client’s estate. IHT Planning Matters do not create and implement artificial schemes that can come back to haunt Professional Advisors and clients at a later date.

• Our unique specialist nature means that Professional Advisors, while praising the creative and comprehensive nature of our IHT plans, also acknowledge the value that our fees represent to their clients.

• The IHT Planning Matters Client Relationship Team offer a complete client management service to keep the Professional Advisor and their client in touch with all stages of the implementation of the IHT tax saving plan. After Peter has met and agreed a course of action with a client of the Professional Advisor then the Client Relationship Team will, with Peter’s ongoing management, progress the whole IHT planning process through to completion. The Professional Advisor is able to stand back in the knowledge that their client is getting the best advice, implemented by an experienced and efficient team.

• All IHT plans created by IHT Planning Matters are based on satisfying the client’s wishes after a face-to-face meeting aimed at understanding a client’s objectives. We believe in creating IHT plans that allow clients to keep control yet retain flexibility, as opposed to some organisations that may simply sell individuals a costly insurance policy.
  

• The specialist nature of IHT Planning Matters means that the Professional Advisor can feel comfortable introducing the organisation to their clients. We deal with complex IHT challenges on a daily basis and have no interest in providing other accountancy or wealth management services.  Our aim is to enhance the Professional Advisor’s relationship with their clients.

• We are happy to keep Professional Advisors up to date with IHT changes and how they could affect their valuable clients. Advisors can expect us to pro-actively get in touch if we believe one of their clients with whom we have met has an opportunity to improve their IHT planning position. We offer all clients a 2 yearly review service.