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Inheritance and Retirement Tax Planning

Inheritance and Retirement Tax Planning – We pride ourselves in the way we help clients in this area.

These days a simple will is not enough to make sure your estate goes to your heirs efficiently. You will probably need a detailed plan. Our Inheritance Tax help will ensure that you have everything in place for those dearest to you.

Exactly what structures you need to put in place vary dramatically depending on the size of your estate itself, the nature of your wealth and what jurisdiction(s) the assets occupy. No matter what your situation, though, O&K can help you set up a structure that will pass your assets on to your heirs, with as little regulatory and tax burden as legally possible.



We believe that trusts are also a excellent way of organising your assets and there are many types of trusts to choose from, and they are taxed differently. In this respect it is crucial to know which one is trust is right for you. To make sure you are making the most out of your assets and wealth we will look into trusts to see if they are an option for you.

Your inheritance and retirement tax structure might include:

  • Setting up one or more trusts
  • Advising on the transfer of existing trusts
  • Ensuring full compliance with HMRC and other regulations
  • Ensuring the continued support of vulnerable beneficiaries
  • Goals and structures unique to your situation

Our aim is to help you plan for your future, we have a wealth of experience in this area.

Get in touch today

To find out more about our services and how we can help you achieve your goals, please contact us today.

drop us an email
Or call us on
+44 208 686 7756
Or call us on
+44 208 686 7756

Corporation tax

Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.

We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.

Self assessment

Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.

Capital gains tax

You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.

Personal tax planning

We can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.