Couple discussing inheritance tax planning in Norfolk with a financial advisor.

Inheritance Tax Planning in Norfolk

Our inheritance tax specialists help Norfolk families reduce or eliminate unnecessary Inheritance Tax on their estate.

We provide clear, practical advice to protect your assets and ensure more of your wealth passes to your loved ones – not to the taxman.

Inheritance Tax (IHT) can take a significant portion of your estate if the right planning isn’t in place. With professional guidance, it’s possible to make sure your family benefits fully from what you’ve worked hard to build.

How We Help

How We Help Norfolk Families Reduce Inheritance Tax

We’ve helped families across Norfolk review assets, family structure, and wishes to create a personalised plan that minimises tax while staying compliant with HMRC rules.

Common strategies include:

  • Using trusts to protect home and family wealth
  • Making lifetime gifts within tax-free allowance limits
  • Business Property Relief (BPR) for qualifying business assets
  • Charitable donations and spouse exemptions
  • Reviewing Wills and Trusts to ensure they work efficiently together

Business Property Relief (BPR)

Business Property Relief can reduce or even eliminate Inheritance Tax on qualifying business assets – sometimes by up to 100%. To qualify, property or shares must generally be held for at least two years.

We’ll help you assess eligibility and build a strategy that uses BPR alongside Will Trusts for maximum tax efficiency and estate protection.

Local, Trusted Advice

We’ve helped thousands of Norfolk families reduce inheritance tax and protect their estates.
Our friendly, fully insured team offers free home visits across Norwich, Dereham, King’s Lynn, and beyond — making it easy to plan your future with confidence.

Appointments available this week — book your free consultation today.

No obligation – just clear, expert advice.

Faqs

Did you know? With careful inheritance tax planning, a couple can currently pass on up to £1 million tax-free to their beneficiaries.

What is Inheritance Tax Planning?

Inheritance Tax Planning helps reduce or eliminate unnecessary Inheritance Tax by arranging your assets efficiently. It ensures more of your wealth passes to your loved ones instead of the taxman.

How can I reduce Inheritance Tax in Norfolk?

You can reduce Inheritance Tax through strategies such as using trusts, making lifetime gifts, and claiming Business Property Relief (BPR) on qualifying assets. Our Norfolk-based specialists guide you through each option.

What is Business Property Relief (BPR)?

Business Property Relief allows certain business assets to qualify for up to 100% Inheritance Tax relief if held for at least two years, helping protect your estate’s value.

Do you offer free consultations?

Yes. We offer free home or phone consultations across Norfolk to explain your options for Inheritance Tax Planning and ensure your estate is fully protected.

Why choose a local Inheritance Tax specialist?

Local specialists understand Norfolk families’ circumstances and can provide tailored advice that fits regional property values and tax considerations.