IHT Planning
Will and Tax Planning
Inheritance Tax (IHT) is a tax that may be payable on your estate when you pass away, which can reduce the amount you leave to your beneficiaries. Your estate includes everything you own—such as property, money, possessions, and shares.
When Is Inheritance Tax Payable?
Inheritance Tax is generally charged on estates valued above £325,000. Any amount over this threshold is taxed at 40%, unless you are leaving your estate to a surviving spouse or civil partner, in which case no IHT is due. There are also additional allowances and exemptions that may apply, depending on your circumstances.
It is important to note that if you are permanently resident in the UK, any assets you own abroad—such as a holiday home—will be included in the calculation of your estate for IHT purposes. Similarly, foreign nationals with UK-based assets above the threshold may also be liable for IHT on those assets.
Planning Ahead
Effective tax planning can help you minimise the impact of Inheritance Tax and ensure your wishes are carried out. This may involve considering the value of your home, investments, trusts, and making gifts during your lifetime. At Jordans Solicitors, we have the expertise to guide you through these complex rules and will always explain your options in clear, straightforward language.
How We Can Help
Our experienced team can assist you with:
- Inheritance Tax and estate planning
- Drafting your Will
- Making donations to charities
- Setting up trusts
- Making the most of tax-free allowances
- Lifetime gifts and Potentially Exempt Transfers (PETs)
How We Can Help
Arrange an appointment with our team today to begin planning for your family’s future with confidence.
Our Wills and Tax Planning team
Why choose us
At Jordans, we’re proud to serve our local communities with expert legal support that’s personal, professional, and approachable. Our team provides clear, practical advice and dedicated representation across a wide range of legal services – from conveyancing, to wills, probate, and dispute resolution.
We take pride in our reputation for achieving excellent outcomes for our clients, built on trust, communication, and a genuine commitment to making the legal process as straightforward as possible.
As a firm, we value long-term relationships with our clients and are committed to providing accessible, high-quality legal services. Whether you’re buying a property, planning for the future, or facing a difficult legal issue, we’re here to help.
We’re also recognised for our support of older and vulnerable clients and are proud to be a Dementia Friendly firm.
Our services
Will Writing Services from Jordans Solicitors LLP
Our Standard Single or Couple Will to ensure your loved ones are taken care of when you are no longer there to look after them
Standard Will
Our Standard Will but with specific provisions in your will to allow for how property is dealt with and protected or the giving of a right to reside in your property during a beneficiary’s lifetime
Asset Protection Will
For when you have a range of issues that don’t fit within a normal package including protecting family assets or providing for the protection of a disabled child.
Complex Wills
For advice and Planning where you have assets over the inheritance tax starting point or own a business.
Inheritance Tax Planning
Our Combined Offers of Will and LPA Packages purchased together for a discounted price
Will and LPA Packages
Our Accreditations
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At Jordans LLP, we offer clear legal advice for individuals and businesses. Whether you’re dealing with regulations, sorting out disagreements, or expanding your business, our experienced solicitors provide practical support to safeguard what matters most.
