Smart Inheritance Tax Planning for Your Estate
Ensure your family benefits from your estate with expert inheritance tax planning. We help reduce tax liabilities and protect your legacy.

Why choose Devonshire Green ?

Years of Combined Experience
Decades of expertise in accounting, tax management, and wealth planning.

Clients Served
Trusted by thousands of clients globally for expert financial services.

Industry Awards
Won
Recognised for excellence in financial services and client support.

Industry Awards Won
Recognised for excellence in financial services and client support.
About service
Customised Inheritance Tax Planning Solutions
We specialise in inheritance tax planning, offering customised strategies that help you reduce taxes and safeguard your estate for future generations. Our experts will guide you through the process of setting up trusts, using exemptions, and drafting a tax-efficient will, ensuring your wealth is passed on in the most efficient way.
90+ Years of Expertise for Tailored Financial Solutions
Benefit from decades of experience, providing you with personalised, effective financial strategies that outshine competitors.
What is included
Estate Evaluation
- Review of property values, investments, and other assets.
- Identify opportunities for tax-efficient planning.
- Tailored advice based on estate size and composition.
Use of Exemptions and Allowances
- Maximise the use of tax-free thresholds.
- Reduce taxable estate through strategic planning.
- Maximise all applicable tax reliefs.
Trusts and Wills
- Protect family wealth through trust structures.
- Draft wills that align with your tax plan
- Optimise trust structures to avoid unnecessary IHT.
Gifting Strategies
- Use annual gift exemptions to minimise IHT.
- Plan gifts over time to reduce future taxes.
- Guidance on the impact of lifetime gifts.
Ongoing Review
- Annual reviews to adapt to tax law changes.
- Ensure continued IHT efficiency as laws evolve.
- Keep your estate protected and tax-efficient over time.
Why work with us?
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Minimise Tax Liabilities
Reduce the inheritance tax burden on your estate through expert planning strategies. -
Maximise Wealth Transfer
Ensure your beneficiaries receive the largest possible share of your estate. -
Use of Tax-Free Allowances
Take full advantage of available exemptions and allowances to minimise taxes. -
Trusts for Asset Protection
Set up trusts to protect family wealth and reduce tax liabilities. -
Efficient Gifting Strategies
Make tax-efficient gifts to reduce your estate’s value over time.
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Tailored Solutions
Receive personalised advice based on your unique estate and financial situation. -
Compliance with Tax Laws
Ensure your inheritance tax plan complies with current laws and regulations. -
Future-Proofing Your Plan
Ongoing reviews to adapt to changes in tax laws or personal circumstances. -
Protect Family Wealth
Ensure your estate is passed to loved ones without unnecessary tax penalties. -
Peace of Mind
Gain confidence knowing your estate is planned efficiently and legally for future generations.
Take Control of Your Finances – Get in Touch Today!
Testimonials

Richard Wayne
Great personal service from Devonshire Green, my contact there was James Barker. He has prepared and submitted accounts for my business for the last 7 years, giving considered advice as relevant to me. He has also prepared and submitted Tax Returns to HMRC during this period. Nice people to deal with.

Natalie Langley
I would like to thank Aaron for helping us with my husbands first tax return since registering as self-employed. He was recommended to us, and he just made everything so easy. We had lots of questions and he always came back to us quickly with the answers. He explained everything to us along the way and took the stress out of filing the tax return ourselves. We will definitely be using this company again.

Alan Morfey
Great service provided by James and his team over the last 4 years! As someone that was totally new to running my own business James ensured everything was explained to me in terms I understood which gave a very personal feel aswell as the confidence I needed to deal with the day to day running of things. Much appreciated James.
Inheritance Tax Planning: Protect Your Estate
Inheritance tax planning is essential to minimise the tax burden on your estate, ensuring your wealth is passed on to your loved ones efficiently. With a 40% inheritance tax rate, proper planning can significantly reduce your tax liabilities. Our experts help you use available allowances, establish trusts, and plan tax-efficient gifts. By creating a well-structured inheritance tax planning strategy, you can protect your estate, make the most of exemptions, and secure your family’s financial future. Let us guide you through every step of the process.