Trustworthiness
We’re 100% committed to you and your business and building a long-term relationship based on mutual trust and support.
Inheritance tax affects many people, and it is an area of tax planning that requires constant monitoring.
Even if you have made an inheritance tax plan, you must ensure it remains up-to-date and compliant and utilises all available reliefs that frequently change.
Inheritance tax can also affect other areas of taxation, including family wealth, property, and trusts.
Luckily, our brilliant inheritance tax accountants can help you with planning either as a part of an overall tax planning strategy or to simply decide how you wish to pass on your wealth to the people who matter in your life and who can make the most of your assets and property.
Inheritance, in general, must be handled delicately, and our team is professional, reliable, and humane when it comes to planning for it.
Our holistic approach to inheritance tax planning will ensure all areas are considered, and all-inclusive strategies are executed for your sake. Get in touch with us today!
Scope of our inheritance tax planning services
It’s never too late to take inheritance tax planning advice from someone like us. Our inheritance tax accountants are hands-on in planning and delivering the most appropriate solution. Here’s what our scope of work traditionally includes:
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Will planning
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Trust planning
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Charitable donations
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Inheritance tax return filing
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Family office annual review and advice
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Setting up Trusts and transferring assets
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Transferring tax-free allowances to spouses
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International and non-domicile inheritance tax
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Lifetime gifts and potentially exempt transfers (PETs)
Who we help
Although we serve anyone who needs our help in accounting,
tax advisory,
financial support, and startup planning, we primarily cater to the following:
Why choose
Birdfynn Accountants
Our level of service is unparalleled in the industry. There are five reasons for that:
Proactiveness
We go the extra mile to develop solutions (no one’s ever thought of) that help you save more tax or make more profit in the long run.
Commitment
Our people-first environment fosters loyalty and job satisfaction from a team committed to fulfilling your needs and minimising hassle.
Out-of-the-box thinking
We approach accounting in a fresh and down-to-earth way. We pride ourselves on creative problem-solving skills and a transparent way of working.
Personalization
You’ll always have access to various services designed to enhance your financial operations and/or improve your business or personal wealth.
Proof from long-standing clients who appreciate our professional yet personal approach
With Birdfynn, I feel like I have a strong financial extension for my company. Over the years, Pratik and his team have always been professional and always presented creative solutions to the challenges that come with scaling and growing our company. I can take better care of my business when they're taking care of my accounts.
Yaya Gadon,
Yaya Creative
Pratik and his team helped us from company setup, to accounts preparation, tax returns, as well as R&D tax grants. Pratik is often the first professional we turn to when we are looking at something new. We value their support as strategic advisers and accountants, and we really appreciate the personal service we get from Pratik and the team. A large part of any working relationship comes down to personalities and we've always found them friendly and approachable and we trust them to do the best for our business.
Ghada Abdelshafei,
Back and Front Smart Systems
My company has been a happy client of Pratik for years buying various accountancy, payroll and investment finance related services. Having a ‘one-stop-shop’ with personal service is a luxury for our kind of small, but ambitious start-up. We truly recommend Birdfynn services!
Tiia Sammallahti,
Doobook
Pratik and his team is always happy to go the extra mile for his client. Great knowledge and experience dealing with various accountancy and tax queries. We have been using Pratik for the last few years and will be happy to continue using his services in the future.
Vilma Arlauskaite,
Futureview Properties
Pratik has been an immense support for us since we launched back in 2017. He is trustworthy, sincere, and really knows how to look after his clients. He’s been instrumental in helping us get our accounts in order since we started. His team has helped us with our R&D tax relief, VAT, payroll, and ad-hoc requests that have come in during the years. His friendly approach and calm composed nature is super-helpful in calming any founder or CEOs worries when it comes to accounting. I highly recommend Pratik and his team.
Asim Amin,
Plum Health
We have been using Birdfynn for all our accounting over the past few years, the team is incredibly efficient and responsive which really helps make managing our accounts a lot easier. I would highly recommend Birdfynn to anyone wanting to save time and streamline their accounting!
Oliver Simons,
Eko Films
Frequently Asked Questions (FAQs)
Inheritance tax is a tax charge, typically 40%, on any part of your estate exceeding your personal allowance (also called the nil rate band)
which currently (11/2022) stands at £325,000 per person.
You can’t avoid paying inheritance tax in the UK! Even though inheritance tax planning is complicated and overwhelming,
you can take the help of professional inheritance tax accountants such as Birdfynn Accountants and implement tax-efficient
measures as early as possible and calculate all exemptions and allowances.
Struggling with your
inheritance tax planning?
Fret not! Let's explore how working with Birdfynn Accountants can be a big win for you. We’d love to learn more about what you want to accomplish—and why—with our inheritance tax planning services.
