Preserve your legacy

Inheritance Tax

Expert guidance to minimise your Inheritance Tax liabilities and protect your estate for future generations.

Inheritance Tax

When it comes to preserving your wealth and estate, informed decisions are essential.

At Belper IFS, we offer comprehensive and unbiased Inheritance Tax (IHT) advice tailored to your needs. Our experienced advisers will guide you through the intricacies of IHT planning, helping you minimise tax liabilities and maximise your legacy.

We’ll explain the various strategies available, such as trusts and gifting, and help you create a robust plan that protects your wealth and assets and ensures they’re passed on according to your wishes.

Independent & impartial

How we work

When it comes to safeguarding your legacy, our comprehensive guidance ensures that your IHT planning aligns with your goals.

We delve into your financial situation, family dynamics and aspirations to tailor a strategy that minimises tax liabilities and preserves your wealth for future generations.

As independent advisers, we curate a diverse range of solutions, handpicked to suit your unique needs. With our expertise, you’ll navigate the complexities of IHT with confidence.

Trust us to prioritise your financial wellbeing, providing personalised guidance for peace of mind for you and your loved ones.

Your trusted partner

Preserve your wealth

When it comes to preserving your wealth for future generations, professional Inheritance Tax advice and planning is essential.

We’ll thoroughly assess your wealth and assets to develop a tailored strategy that minimises your IHT liabilities.

Our team will guide you through tax-efficient strategies to ensure your estate is protected and passed on according to your wishes. With our ongoing support and regular reviews, you can adapt your plan as circumstances change, ensuring your legacy remains intact.

Let us help secure your family’s financial future and confidently navigate the IHT maze.

Make the right choices

How can you protect your estate?

Preserving your hard-earned assets and ensuring your loved ones receive the maximum benefit is vital when it comes to estate planning. At Belper IFS, we provide expert advice and tailored strategies to help you minimise the impact of IHT.

With a comprehensive range of solutions, we’ll help you implement an effective strategy to protect your assets and ensure your loved ones are provided for. Here are some of the options we can help you with:


Discover effective gifting strategies to minimise your IHT liabilities while providing financial support to your loved ones during your lifetime. Our advisers will help you navigate the rules and regulations surrounding gifting, ensuring you make the most tax-efficient choices.


Explore the benefits of trust arrangements for IHT. Our expert advisers will guide you through the various types of trusts available, helping you select the most suitable options to protect your assets, control distribution and reduce tax liabilities.

Tax allowances

Take advantage of the available allowances to optimise your IHT planning. We’ll help you understand and utilise allowances to maximise your estate’s tax efficiency.


A will is essential to ensure your assets are divided according to your wishes. A will can also help to reduce IHT liability by taking advantage of certain exemptions and reliefs.

Benefits of professional financial advice

Expert inheritance tax advice empowers you to make informed decisions and protect your wealth for future generations. Partnering with Belper IFS for your Inheritance Tax planning offers several benefits, including:


Our knowledgeable team stays up-to-date with the latest inheritance laws, regulations and strategies to provide accurate advice.

Personalised solutions

We offer tailored IHT solutions designed to meet your specific needs and goals, ensuring effective wealth preservation.

Comprehensive planning

We take a comprehensive approach to IHT planning, considering all relevant factors and exploring various strategies to minimise your liabilities.

Risk management

Navigating the complexities of inheritance tax requires careful risk management. We assess potential risks and devise strategies to protect your estate.

Peace of mind

We guide you through the process, addressing your concerns and providing clarity on your inheritance plan and its potential outcomes.

Long-term partnership

Your financial security is our priority. We establish a long-term partnership, regularly reviewing and adjusting your inheritance tax plan as circumstances evolve.

Expert, friendly, trusted

Why Belper IFS?

When it comes to planning for Inheritance Tax, peace of mind and confidence are critical. At Belper IFS, we empower you to take control of your estate planning journey and create a strategy that aligns with your goals.

We’re committed to building a long-term relationship with you, providing quality advice and practical solutions to protect your assets and ensure your loved ones receive the inheritance you intend.

Our expertise and guidance will empower you to make informed decisions, and we’ll handle all the necessary steps to safeguard your wealth and mitigate the impact of IHT.

With Belper IFS by your side, you can rest easy knowing that your hard-earned wealth is protected and your loved ones’ future is secure.

Don’t leave your estate’s fate to chance. Contact our expert team today and start securing your financial legacy.