Xero Certified Bookkeepers and Advisors

Inheritance Tax Accountants

Plan for the future with confidence. Our team offers strategic advice to help reduce inheritance tax and secure your legacy.

Need to speak to someone? Get in touch below.

ACCA Certified

HMRC Authorised Agent

Our Partners

What We Offer

Protect your legacy with tailored inheritance tax planning

Protecting your legacy through careful inheritance tax planning is essential to ensuring that more of your hard-earned assets are passed on to your family rather than being diminished by taxes. Inheritance tax can significantly impact the value of an estate, with rates as high as 40% on portions of your estate exceeding the tax-free threshold. By engaging in tailored inheritance tax planning, you can take advantage of available reliefs, exemptions, and strategies that reduce the tax burden. This might include making gifts during your lifetime, setting up trusts, or utilizing allowances that help minimize the taxable value of your estate.

At our firm, we understand that every estate is unique, and that’s why we offer personalized inheritance tax planning designed to fit your specific financial situation and goals. Our experienced tax professionals will work closely with you to evaluate your assets, family structure, and long-term intentions, crafting a plan that aligns with your vision for the future. Whether you are seeking to pass on family businesses, property, or investments, our expertise ensures that your estate is structured efficiently, helping to maximize the wealth you can pass to the next generation while remaining fully compliant with the law.

Inheritance tax planning is a complex process that requires ongoing attention as tax laws and personal circumstances evolve. By planning ahead, you can avoid unexpected tax bills and give your loved ones the best possible financial security. We invite you to contact ZATRS today to discuss how our expert team can assist you in safeguarding your legacy and ensuring that your wealth is preserved for future generations. Let us provide you with the peace of mind that comes from knowing your estate is in good hands.

ZATRS ACCOUNTING offers a choice of three services: filing your tax return, accessing one-off tax advice, or working with a dedicated pay-as-you-go tax accountant. Here’s a comparison of what each service entails.

Services

Tax Return

(One Off Payment)

Small Business

(Monthly Package)

Medium/Large Business

(Monthly Package)

Services

Tax Return

(One Off Payment)

Small Business

(Monthly Package)

Medium to  Large Business

(Monthly Package)

Personal accountant

Personal tax return support

Corporation tax return support

Support to save on your tax bill

Full payroll preparation

Quarterly VAT review & accurate VAT submission

Director self-assessment return

Dividend and expense advice

Free accounting software

Support in individual project contractor payment

Monthly P&L report

Support on yearly budget process

Free advice of tax planning for your business

Our Service

Inheritance Tax (IHT) can significantly impact the wealth you wish to pass on to your loved ones. Understanding how to navigate the complexities of IHT is essential for effective estate planning and ensuring your assets are protected. At ZATRS Accounting, we specialise in Inheritance Tax planning and advisory services designed to help you minimise your IHT liabilities and preserve your legacy. Our expert guidance ensures that your estate is managed in the most tax-efficient way, giving you peace of mind about your family’s financial future.

Service Overview

Our Inheritance Tax service provides comprehensive support for individuals looking to plan their estates with tax efficiency in mind. We offer tailored advice on all aspects of IHT, including gifting strategies, use of exemptions and reliefs, setting up trusts, and planning for the future. Our approach is proactive and personalised, focusing on your unique circumstances to create a plan that aligns with your wishes and financial goals.

We work closely with you to understand the full scope of your assets and liabilities, ensuring that every potential tax-saving opportunity is explored. From simple wills to complex estates, our team is equipped to guide you through the entire process with clarity and care. Our goal is to help you reduce the impact of IHT, so more of your wealth goes to the people you care about most.

Why Choose ZATRS Accounting?

At ZATRS Accounting, we bring over a decade of experience and a deep understanding of the intricacies of Inheritance Tax planning. Our team includes CPAA, ACCA, and Xero Certified Advisors, all dedicated to providing you with expert, personalised advice. We know that estate planning is a sensitive and important matter, which is why we take the time to listen to your concerns and tailor our services to meet your specific needs.

Our client-focused approach is built on trust, transparency, and a commitment to ethical practices. We offer flexible consultation options, including phone, video calls, or in-person meetings at our Sittingbourne office, to accommodate your preferences and schedule. With ZATRS, you’re not just receiving tax advice—you’re gaining a trusted partner who is invested in helping you secure your family’s financial future.

How It Works

  1. Initial Consultation & Estate Assessment: Our process begins with a free consultation to discuss your estate planning needs and understand your goals. We conduct a thorough assessment of your assets, liabilities, and current estate plan to identify potential IHT exposures.

  2. Tailored Inheritance Tax Planning: Based on our assessment, we develop a personalised strategy to minimise your IHT liabilities. This may include utilising exemptions like the Nil Rate Band and Residence Nil Rate Band, advising on gifts and trusts, and exploring options for asset protection.

  3. Implementation & Documentation: We assist with the implementation of your estate plan, including drafting necessary documents, setting up trusts, and coordinating with legal professionals where needed. Our aim is to ensure your plan is executed smoothly and in accordance with your wishes.

  4. Ongoing Review & Support: Estate planning isn’t a one-time task—it requires ongoing review to adapt to changes in your circumstances or in tax laws. We provide continuous support, offering regular reviews and updates to your plan to keep it aligned with your goals.

Client Success Stories

A recent client, concerned about the impact of Inheritance Tax on their estate, turned to ZATRS Accounting for guidance. We helped them restructure their estate, utilising available exemptions and setting up family trusts that significantly reduced their IHT liability. Our personalised approach not only safeguarded a substantial portion of their wealth but also provided the client with peace of mind knowing their family would be well taken care of. They valued our clear, compassionate advice and the confidence it brought to their estate planning process.

Getting Started With ZATRS

Don’t let Inheritance Tax erode your legacy. Book a free consultation with ZATRS Accounting today and learn how our expert Inheritance Tax planning services can help you protect your estate. Our team is ready to provide personalised support and strategic advice to ensure your wealth is passed on according to your wishes. Click below to schedule your consultation and take the first step towards secure estate planning.

FAQs

There are several strategies, such as making use of gifting allowances, setting up trusts, and utilising exemptions. We’ll guide you through the best options for your situation.

Yes, we can review your existing plan and provide recommendations to optimise it for tax efficiency, ensuring it aligns with the latest laws and your current goals.

Our team has experience with complex estates, including those with international components. We provide specialised advice to manage cross-border inheritance issues effectively.

ZATRS accounting
This website uses cookies to ensure you get the best experience on our website.