Inheritance Tax Planning in Kelston
Best Inheritance Tax Planning Kelston: Protecting Local Family Estates
With Kelston’s idyllic rural setting and steadily rising home values, more families are finding themselves subject to inheritance tax. Our inheritance tax planning in Kelston is built to reduce your tax burden, preserve your estate, and ensure your loved ones benefit from your life’s work. We offer fixed pricing and a secure, fully online experience.
Why Kelston Families Need IHT Planning
Inheritance tax applies at 40% to estates worth over £325,000. In Kelston, even a modest home and pension can exceed this amount. Without planning, your heirs could face unexpected tax bills and delays.
Key Benefits of Early Planning
- Reduce Tax – Use allowances, gifts, and trusts to reduce liability.
- Preserve the Family Home – Prevent forced property sales.
- Streamline Probate – Speed up estate administration for your family.
- Control Distribution – Ensure assets go to the right people, at the right time.
Online Estate Planning in 5 Simple Steps
- Free Consultation – Meet us securely via video call.
- Review Your Estate – We evaluate all assets, including property and pensions.
- Create Your Plan – Use wills, trusts, and LPAs to structure your estate.
- Digital Signing – Finalise everything through encrypted portals.
- Ongoing Adjustments – We keep your plan up to date.
IHT Thresholds & Rates
| Estate Value | Tax Rate |
|---|---|
| Up to £325,000 | 0% |
| £325,001 – £2 million | 40% |
| Above £2 million | 40% on the excess |
Official guidance: GOV.UK – Inheritance Tax
Trust Options for Kelston Estates
- Discretionary Trusts – Flexible for managing wealth and family dynamics.
- Bare Trusts – Ideal for direct gifts to children.
- Interest in Possession Trusts – Income for life, capital for heirs.
We Also Provide:
Clear, Fixed Fees
See all pricing up front at our pricing page. No surprises or hidden costs.
FAQs – Kelston Clients
Can you help reduce or eliminate inheritance tax?
Yes. Our planners help you structure your estate to take advantage of every legal relief and allowance.
Do I need to meet in person?
No. Our entire process is online, from consultation to final signature.
What’s next?
Book a free consultation or call 0117 440 1555.