Inheritance Tax & Estate Planning

Inheritance tax is often called ‘the avoidable tax’ but planning to eliminate or reduce inheritance tax can be complex. Making gifts can involve issues in giving up capital that you might need later, and passing money to financially immature heirs. We take into account all aspects of inheritance and estate planning – not just the numbers – to arrive at a plan that is easy to live with.

Got a question?

Contact Independent Financial Adviser Gary Jackson

[email protected]

01900603623

Inheritance Tax & Estate Planning

What Clients Say

As a small business, 2020 was exceptionally challenging. To have a company that has been as communicative, helpful and diligent as robinson+co has been beyond helpful. In particular Brett Bennett has not only been a reliable source of information time and time again but has always offered words of advice and reassurance through some hard times. I wouldn’t look anywhere else going forward.

Tom Blaney, NW Fitness Limited

We are long standing clients of robinson+co for almost 50 years+. The team are always on hand to give good, clear guidance and at all times are professional, organised and efficient. We would highly recommend robinson+co to those who are thinking about seeking professional accounting services.

F Younghusband & Sons Limited

robinson+co removed the headache of having to sort out and deal with Automatic Enrolment. Many thanks to Joanne Hagreen for her help, patience and efficiency.

Elaine McCormick, MACS Removals Limited

robinson+co have looked after my business and personal accounts for the last 10 years. They have always been very approachable and offer a personalised service. When deadlines are tight Darren Mewse has always gone the extra mile to provide the accounting information we have needed. His attention to detail is certainly very apparent in his working. I would have no hesitation recommending them and would happily speak to potential clients if required.

Dr M J White

I can’t thank the staff enough at robinson+co for their help and support dealing with our accountancy and tax affairs. They are knowledgeable, supportive and very approachable.

Matthew Raywood, Lakeland Self Drive Limited

We can’t thank Tracey Kennett enough for all her patience and help with our Sage software.

Modern Homes, Workington

We would like to thank robinson+co for their outstanding service they provide us in dealing with our PAYE and CIS.We find that they are very professional and understanding to our needs.

Brian Atkinson, B&C Atkinson Ltd