Inheritance Tax

In life we all makes plans with regards to leaving assets to family after our death, however one thing that often we fail to recognise is how much of our estate is subject to Inheritance Tax. Currently over £3 billion worth of Inheritance Tax is paid in the UK every year.

The good news is there are numerous ways in which to protect your estate in order to mitigate the death tax through effective tax planning.

Using our resources alongside recommended external specialists we can help you put a plan in place to ensure that your loved ones are protected and looked after in the future.

So if you have a property portfolio, other large investment assets or a married couple with a family home and some savings, by contacting us today you can start protecting that income and assets for future generations.

Hear what our customers think
about our service

I moved to James Stanley less than eight months ago and they have helped restructure my businesses and given me a much greater insight into my finances. I no longer feel daunted by tax and financial decision making because I have my incredible account manager on hand to advise me. Moving to James Stanley was one of the best business decisions I have made since becoming an entrepreneur.

We are really pleased with the help and support given by James Stanley and Co. over the years. This financial year our accounts have been dealt with by Sarah Kent. We are most impressed and her help, advice and support has been first class. Please say thank you to Sarah (and Jayne Cox) for all their help

We have used James Stanley and Co for about 20 years - that probably speaks for itself. The staff are friendly, knowledgeable, professional in their approach and always aim to provide a value-added service

Hi Andrew. Just a note to thank you and your staff for all of their assistance in what has been a very difficult and testing year. May I wish you, your staff and their families a happy and safe festive season. Best wishes.

We’ve worked with Mark James at James Stanley for just under three years, and his support has been outstanding. He’s taken the time to truly understand our business and has helped structure it in a way that’s both efficient and forward-thinking. Mark’s professionalism, insight, and dedication have made a real difference, and we wouldn’t hesitate to recommend him to clients, friends, and family—as we already have many times.”

Since 2020, James Stanley & Co have not only ensured all my accounting compliance needs are taken care of, but also helped set plans with us to achieve both personal and business growth objectives to date. They very much are the financial arm to my business and I could not operate without them.

After being presented with a very unwelcome HMRC demand, I immediately contacted James, Stanley & Co and after liaising and challenging HMRC on the matter my demand was reduced to nil! Many thanks for your help, professionalism and determines approach. I would not hesitate in recommending the services of James, Stanley & Co Ltd.