EXPERTISE & EXPERIENCE
We listen to family and business goals before considering tax options.
INHERITANCE TAX AND ESTATE PLANNING IN LONDON
Professional Inheritance Tax and Estate Planning in London
Plan for the future with a clearer understanding of your estate, potential tax considerations and the records needed to support important decisions.
Cigma Accounting provides Inheritance Tax and Estate Planning in London for individuals, families, business owners and property owners who want to review assets, lifetime gifts, ownership structures and succession considerations in a structured way.
INHERITANCE TAX & ESTATE PLANNING THAT SUPPORTS BETTER DECISIONS
BRING THE WHOLE ESTATE INTO VIEW
Our inheritance tax planning in London helps clients bring this information together so potential tax issues, succession priorities and planning options can be considered more clearly.
Inheritance Tax & Estate Planning Services
INHERITANCE TAX & ESTATE PLANNING SERVICES FOR LONDON CLIENTS
Our estate and inheritance tax planning in London service helps clients understand the information, tax considerations and practical decisions involved in longer-term estate and succession planning.
ESTATE TAX REVIEW
Review the assets and liabilities relevant to an inheritance tax discussion.
LIFETIME GIFTS
Consider gift history and the records needed to support it.
PROPERTY OWNERSHIP
Review how property interests are held and documented.
BUSINESS INTERESTS
Consider business assets and whether relevant relief conditions may apply.
TRUST TAX CONTEXT
Explain tax questions that can arise around trust arrangements.
FAMILY SUCCESSION
Coordinate tax considerations with your wider succession aims.
ESTATE RECORDS
Help organise valuations, ownership documents and gift records.
EXECUTOR SUPPORT
Assist with tax information needed during estate administration.
ADVISER COORDINATION
Work with solicitors and other advisers on connected issues.
Who We Help
WHO WE HELP - INHERITANCE TAX & ESTATE PLANNING SUPPORT IN LONDON for Individuals and Families
Our Inheritance Tax and Estate Planning in London support is designed for people who want a clearer understanding of their estate, potential Inheritance Tax exposure and longer-term succession considerations.
Dentists
Dental practices managing patient income, payroll and practice expenses can rely on accountants for dentists to keep financial records accurate and reporting organised.
eCommerce
Online sellers managing platform income, stock costs and payment transactions can use accountants for eCommerce businesses to maintain accurate records and clearer reporting.
Landlords
Landlords handling rental income, property expenses and finance records can work with accountants for landlords to keep accounts organised and reporting accurate.
Hospitality
Hospitality businesses managing daily sales, staffing costs and supplier expenses can benefit from accountants for hospitality businesses to maintain reliable financial records.
Retailers
Retail businesses managing sales, stock and operating costs can use accountants for retailers to keep records accurate and financial reporting organised.
Technology Companies
Technology businesses managing growth, development costs and recurring revenue can work with accountants for technology companies to support accurate accounts and financial reporting.
Our key ACCOUNTING Services in london
EXPLORE OUR KEY ACCOUNTING SERVICES IN LONDON
Cigma Accounting provides professional accounting and tax services in London for businesses, company directors, self-employed individuals and high-income earners. Our services cover bookkeeping, annual accounts, corporation tax, VAT, payroll, Self Assessment and strategic tax planning. We also offer specialist support with R&D tax credits, management accounts, inheritance tax and HMRC investigations. Explore our core accounting services below to find expert support for managing your finances, meeting tax obligations and maintaining HMRC compliance.
Accounting Services Bookkeeping ServiceAnnual Accounts ServicesCorporation Tax ServicesVAT ServicesPayroll ServicesSelf Assessment Tax ReturnsTax Planning ServicesDigital Accounting ServicesR&D Tax Credits ServicesDirector Payroll ServicesPAYE ServicesManagement Accounts ServicesCIS Accounting ServicesHigh-Earner Tax PlanningHMRC Tax Investigation Support
START WITH A CLEAR PICTURE OF THE ESTATE
An Inheritance Tax and Estate Planning Accountant in London can help organise the financial picture, identify relevant tax questions and coordinate accounting information with your wider professional advisers.
PRACTICAL STEPS FOR Inheritance Tax and Estate Planning in London
Step 1
UNDERSTAND YOUR POSITION
We discuss your inheritance tax & estate planning questions and the outcome you need.
Identify priorities: Agree the key decisions and deadlines.
Confirm scope: Set out the work and information needed.
Step 2
REVIEW THE RECORDS
We examine the available documents and clarify any gaps or assumptions.
Collect evidence: Bring relevant statements and correspondence together.
Check details: Resolve material questions before advice is finalised.
Step 3
EXPLAIN THE OPTIONS
We discuss the tax position, practical next steps and any limits to the advice.
See the picture: Understand the calculations and relevant rules.
Make decisions: Consider the available options in context.
Step 4
COMPLETE AND FOLLOW UP
We complete the agreed work and help you prepare for what comes next.
Close the loop: Review filings or correspondence where in scope.
Plan ahead: Keep records and revisit changes as needed.
Our Other ACCOUNTING SERVICES in London
EXPLORE OUR OTHER ACCOUNTING SERVICES IN LONDON
Cigma Accounting provides professional accounting, tax advisory, bookkeeping, payroll and digital accounting services in London for individuals, landlords and businesses. From business tax planning and personal tax returns to cloud accounting and Making Tax Digital compliance, our experienced accountants help you manage financial responsibilities, meet HMRC requirements and make informed financial decisions. Explore our specialist services below to find the right accounting support for your needs.
Business Tax AccountantsPersonal Tax AccountantsProperty and Landlord Tax Capital Gains Tax Xero AccountantsQuickBooks Accounting SupportDividend Tax IR35 Accounting ServicesMaking Tax Digital SupportAuto-Enrolment and Pension Payroll SupportPayroll and PAYE ServicesDigital Bookkeeping ServicesMTD for Income Tax SupportCloud Accounting ServicesMTD for Self Assessment SupportMTD for VAT Support
Why Choose Us
WHY CHOOSE CIGMA ACCOUNTING FOR INHERITANCE TAX & ESTATE PLANNING IN LONDON?
PERSONALISED SERVICE
The advice reflects asset ownership, prior gifts and the need for appropriate legal input.
CLEAR DIGITAL WORKFLOW
Organised records and coordinated advisers help keep complex decisions manageable.
PRACTICAL INHERITANCE TAX & ESTATE PLANNING SUPPORT
Our inheritance tax & estate planning support can include:
- ESTATE TAX REVIEW
- LIFETIME GIFTS
- PROPERTY OWNERSHIP
- BUSINESS INTERESTS
- TRUST TAX CONTEXT
- FAMILY SUCCESSION
- ESTATE RECORDS
- EXECUTOR SUPPORT
London Coverage
INHERITANCE TAX & ESTATE PLANNING SERVICES ACROSS LONDON
Cigma Accounting provides Inheritance Tax and Estate Planning in London for clients across Wimbledon, Farringdon, Fulham and surrounding areas. our inheritance tax planning in London can help you build a clearer financial picture and identify the tax questions that need to be addressed.
FAQs
INHERITANCE TAX & ESTATE PLANNING FAQS
Clear answers to common inheritance tax & estate planning questions for London clients.
Is inheritance tax relevant only to very large estates?
The position depends on the estate value, ownership, exemptions and reliefs. A review can clarify whether there may be exposure.
Do gifts always fall outside an estate?
No. Different rules can apply to gifts, including timing and continued benefit from an asset. Records of gifts are important.
Can you draft a will?
We provide tax and accounting support. A solicitor should advise on drafting or changing a will and other legal documents.
Can you work with my solicitor?
Yes. We can coordinate on tax information while your solicitor handles the legal aspects of estate planning.
Who can use your inheritance tax & estate planning service?
We work with London individuals and businesses whose needs fit the service. We first review your circumstances and confirm the scope of support.
What information do you need to get started?
We typically begin with your current records, relevant correspondence and a short discussion of your inheritance tax & estate planning questions. The exact documents depend on the work.
Can we work with you remotely?
Yes. We can arrange secure document sharing and remote meetings, with in-person discussions where appropriate.
How do we agree the scope and fees?
We discuss the work you need, review the available information and agree the scope and fees before starting.
What does inheritance tax planning in London involve?
Inheritance tax planning in London can involve reviewing the value and structure of an estate, lifetime gifts, ownership arrangements, business interests, property and potential tax considerations before major decisions are made.
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