Inheritance and Gift Tax Advisory

We review the tax, the asset valuations, the payment plan and any advance-transfer structure across inheritance and gifting.

Service Overview

How much inheritance or gift tax you pay — and the filing risk — turns on what the estate holds, family relationships, how unlisted shares and property are valued, and which reliefs apply.

Our Principles

Operating Principles

We look at your family, shareholder, asset and corporate structures together and set out options you can act on. Legal work — drafting documents, trusts and notarisation, handling disputes — we run with legal specialists; on the accounting, tax and finance side we provide the analysis, filings, document preparation and execution support you need.

Key Services

Valuing inherited and gifted property and calculating the tax
Reviewing eligibility for deductions and reductions
Reviewing the tax impact of an advance-gifting plan
Supporting the valuation of unlisted shares and real estate
Developing the filing and payment plan

Long-term decisions hinge on diagnosing early and planning the steps.Let's run a finance and tax review built around your situation.