You may have concerns about Inheritance Tax and you may wish to raise these concerns
with Katherine Melkerts to see whether tax planning is advisable and what steps you
could take to minimise it.
During the 2009/2010 tax year the Inheritance Tax threshold for each individual is
However it is possible to claim any unused allowance of your spouse if they have
died before you in certain circumstances, potentially giving a ‘free estate’ of up
to £650,000 in the current tax year.
We are pleased to advise you upon the steps to be taken and documentation to be preserved
and retained for H M Revenue in case such a claim becomes necessary in the future.