Inheritance Tax Planning
Strategic forward planning holds the keys to minimising your inheritance tax exposure, and makes sure your family maximises its wealth.
Connections are key. We build strong relationships with you and your family, listening closely to your objectives to build a bespoke and pragmatic strategy to maximise value and minimise risk.
Our expert teams have experience working with a full range of clients, from early-stage entrepreneurs through to long-established, multi-generation family companies. Whether your financial interests are in the UK, or extend internationally, our global connections enable us to provide support for financial interests no matter the location.
We support clients on: Strategic tax-planning for you, your family and business, family office, tax returns, capital gains tax advice, exit planning and shareholder planning areas, inheritance tax advice, personal tax compliance, inheritance tax reporting and compliance.
Get in touch with us to find out how we can help your private financial needs.
Sam Hart, Partner
Dr Sam Hart is a Chartered Accountant and Chartered Tax Adviser who has advised HNW and UHNW clients on all aspects of Private Client Tax matters. With over 25 years’ experience, Sam specialises in trusts and Inheritance Tax, but advises on all matters relating to individuals and their families and is also a full STEP member and a member of the worldwide STEP Journal editorial board.
What our clients say
"My husband and I operate a small, but profitable, business and have found Claritas’ service to be excellent. They listen to your requirements, discuss options and put a clear, HMRC agreed, plan in place. We would not hesitate to recommend their organisation for any company requiring personal tax advice"
Julie Potts,
