Funding Advisory Hub

Bishop Fleming Funding Advisory Service

Our Funding Advisory Hub, curates insights and expertise together in one place, to assist your company in raising finance.

Technology, Media and Telecommunications

Technology, Media and Telecommunications advert

Our dedicated Technology team can support your business locally, nationally, and internationally.

  • Owner Managed Businesses
    Specialised accounting and advisory services tailored to owner-managed business clients.
  • Family Business
    Proactive advice and support to help family businesses grow and protect their future.
  • Private Equity Backing
    Meeting the diverse needs of businesses involved in private equity transactions.
  • Private Client
    Practical advice on all aspects of your individual and personal tax and financial needs.
  • Public Sector and Education
    Comprehensive advisory services for public sector, local government and education organisations.

Inheritance Tax, Estate Planning & Probate Webinar

28th March 2023

In this 45-minute webinar, our tax experts provide an overview of the Inheritance Tax (IHT) system and the simple steps you can take to save tax and manage your estate efficiently for the future.


Watch the webinar recording by clicking below.

A summary of the key points covered by our experts include:

  • 02:00 An overview of IHT
  • 11:34 How to make full use of exemptions
  • 14:55 Giving assets away
  • 19:34 Wills and Intestacy
  • 25:31 Can the estate pay IHT?
  • 28:46 Common practical issues with probate
  • 31:12 Final considerations
  • 38:36 Q&A

 

Further information

Bishop Fleming’s Estate and Probate team are well equipped to review your personal circumstances, provide you with an estimate of your exposure to inheritance tax and provide advice on mitigating that exposure.

You can find more information on our Estate Planning and Probate Services here.

If you would like to discuss how taxation of the family can impact your decisions, please contact a member of our Estate Planning and Probate team who will be pleased to talk to you.
 

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