Inheritance Tax Planning

Inheritance Tax is commonly referred to as being a voluntary tax, as good financial planning can often remove any requirement for it to be paid.

However, the aforementioned good financial planning must be addressed as early as possible. Failure to begin the planning well in advance can lead to your loved ones seeing a significant portion of their inheritance disappear.

The majority of Acuma clients are those who live, work, retire and reside outside their country of domicile. With inheritance tax, it is important to understand in many cases, that by simply living overseas or outside your country of domicile, you are not necessarily removing future inheritance tax liabilities.

Inheritance tax planning is always undertaken on a case by case basis, with several individual circumstances being considered by our advice and taxation specialists.

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Media contact

Acuma‚Äôs Public Relations Department deals with all areas of the media and external communications including international, national, regional, local, trade, consumer, print, broadcast, social and online. The Department aims to provide a helpful service to journalists, broadcasters and editors, amongst others, and reply to all media enquiries, including urgent enquiries out of hours, within agreed deadlines. Our press office does not have access to client details and will not be able to assist with individual client enquiries. Please contact Head of Media and Public Relations for deVere Group on [email protected] or call +44 2071220925.