Inheritance Tax Planning

This is by and large an optional tax and is levied on estates above your Nil Rate Band, (the personal allowance on which no tax is paid).

With the correct planning and a little time, we can help you optimise your financial affairs to reduce your exposure to Inheritance Tax and in many cases mitigate it completely. Whether you make out right gifts, use trusts or insure the tax liability it is important to make the right decisions, as once done, some of these actions are irreversible.

Some of the more common questions we are asked are:

– Do I lose control of my asset?

– Can I still take an income from assets used?

– Will you work with my Solicitor?

Doing nothing can be costly with the treasury being a major beneficiary.

Contact us to find out more, we are here to help…

The Financial Services Authority does not regulate some forms of Tax Advice.


“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands. BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”

Mr E, Cheshire

Where we are

BLM Partnership, 95 Aberford Road, Oulton, Leeds, LS26 8SL

Contact details:

Telephone: 0113 282 5017

Fax: 0113 282 1112


Office hours:

9.00am – 5.00pm weekdays

Our Privacy Policy:

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The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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BLM Partnership Ltd is authorised and regulated by the Financial Conduct Authority under registration number 188592

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website

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