• Advising on inheritance tax planning
  • Making use of the exemptions available
  • Providing guidance on business property and he reliefs available
  • Dealing with lifetime transfers
  • Acting as trustees and executors
  • Managing trust tax returns and computations

Why Choose Gilberts Chartered Accountants & Business Advisers for Inheritance Tax?

Careful inheritance tax planning is essential to ensure your loved ones are not burdened with unnecessary tax liabilities. Our qualified advisers provide clear, proactive guidance tailored to your circumstances, helping you preserve wealth and pass it on efficiently.

Whether you’re UK-based or have international assets, we deliver bespoke inheritance tax advice that takes your entire estate into account. From business interests to property portfolios, we help structure your affairs to reduce exposure and take advantage of all available exemptions and reliefs.

Inheritance tax legislation is complex and constantly evolving. Our team stays ahead of regulatory changes, advising on all aspects of inheritance, from lifetime transfers and trusts to business property relief and agricultural relief.

We don’t just advise - we act. From managing trust tax returns to acting as trustees or executors, our experienced team supports you throughout the entire estate administration process, providing a seamless and compassionate service during what can often be a sensitive time.

We identify every opportunity to reduce or defer inheritance tax. Whether it's gifting, spousal exemptions or setting up a family trust, we’ll guide you through the most suitable options for your family’s future and your estate’s structure.

From St Albans and Hertfordshire to Greater London and the Home Counties, we are proud to be a trusted partner for clients across the region. Our partner-led service ensures you always have access to senior-level advice, tailored to your estate and long-term goals.

Why Trust the Team at Gilberts Chartered Accountants & Business Advisers?

At Gilberts Chartered Accountants & Business Advisers, our team of experienced partners and senior accountants in St Albans take the time to understand your situation and provide a personal and trusted service. Whether you require accounting compliance, accounts preparation, VAT returns, taxation or tax-related services, business advice, business planning or strategic consulting, we can help take control and drive your business forward.

Richard Hattrell

Partner

Amanda Ruggles

Partner

Luke Parker

Partner

William Davy

Partner

Gilberts Chartered Accountants
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