Inheritance Tax Planning in Brockley
Best Inheritance Tax Planning Brockley: Secure Your Estate
Brockley’s scenic rural homes and rising property values mean more residents are now at risk of inheritance tax. Our inheritance tax planning in Brockley service is tailored to reduce your IHT exposure, preserve family wealth, and deliver peace of mind — all via a fully online and transparent process.
Why Brockley Residents Need IHT Planning
Estates above £325,000 are taxed at 40%. With rising home values and savings, it’s easy to breach this threshold. Proactive planning helps prevent unnecessary tax and legal complications for your heirs.
How Planning Benefits You
- Lower Your Tax Bill – Through smart use of trusts and allowances.
- Keep the Family Home – Avoid selling assets to cover tax.
- Simplify Probate – Make estate administration easier.
- Set Clear Wishes – Decide who gets what, and when.
Our 5-Step Online Planning Process
- Free Online Consultation – Book a secure video call.
- Asset Review – We assess property, pensions, and savings.
- Plan Development – Custom wills, LPAs, and trusts.
- Secure Digital Signing – Finalise documents from home.
- Lifetime Support – Update your plan as needed.
Inheritance Tax Rates
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Above £2 million | 40% on the excess |
View full details on GOV.UK – Inheritance Tax
Trusts That Could Help You
- Discretionary Trusts – Flexible family arrangements.
- Bare Trusts – Direct asset transfers to named beneficiaries.
- Interest in Possession Trusts – Income-producing with long-term control.
Other Estate Planning Services
Fair, Fixed Fees
All our prices are available on our pricing page. No hourly billing or hidden costs.
FAQs – Brockley Clients
How do I reduce inheritance tax legally?
By structuring your estate with gifts, trusts, and allowances, which we guide you through.
Can I plan everything from home?
Yes. We offer a secure, fully remote experience from start to finish.
Where should I start?
Book a free consultation or call 0117 440 1555.