Inheritance Tax Services in the UK
Inheritance Tax (IHT) can have a significant impact on the wealth you pass down to your loved ones, but with careful planning, it’s possible to minimise this burden. At Jermyn & Co, we specialise in inheritance tax planning, helping individuals and families protect their assets and ensure their legacy is preserved.
Whether you’re looking to gift assets, establish trusts, or navigate complex tax laws, our experienced advisors provide tailored solutions to suit your unique circumstances.
Why Jermyn & Co?
Why Choose Jermyn & Co for Inheritance Tax Planning?
Planning for inheritance tax can be complex, but our expertise ensures your wealth is structured efficiently and aligned with your wishes. At Jermyn & Co, we help you:
- Minimise IHT Liabilities – Use exemptions, reliefs, and gifting strategies to reduce the amount of tax payable.
- Protect Family Wealth – Safeguard assets for future generations with effective planning.
- Navigate Complex Rules – Stay compliant with evolving UK tax laws while optimising your tax position.
- Gain Peace of Mind – Ensure your financial legacy is preserved for your loved ones.
With our personalised approach, we’ll help you take control of your estate and make informed decisions about your future.
IHT Planning Strategies
Gifting and Trust Advice
Wealth Protection
Will Review & Alignment


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IHT Exemptions & Reliefs
Understanding and utilising inheritance tax exemptions and reliefs is a key part of reducing your IHT liabilities. At Jermyn & Co, we provide advice on:
- Nil-Rate Band & Residence Nil-Rate Band – Ensuring you make full use of your tax-free allowances.
- Business Property Relief – Reducing tax on qualifying business assets.
- Agricultural Relief – Maximising reliefs for farms and agricultural property.
- Charitable Donations – Supporting causes you care about while reducing your IHT bill.
We’ll help you explore these and other opportunities to minimise tax and protect your estate.
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What our clients say about their experience with us
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Frequently Asked Questions about IHT
Inheritance Tax is a tax on the estate (property, money, and possessions) of someone who has passed away. In the UK, the standard IHT rate is 40% on the value of the estate above the tax-free threshold, currently £325,000.
You can reduce IHT by using exemptions such as the nil-rate band, making gifts during your lifetime, setting up trusts, or donating to charity. We’ll help you explore the best options for your circumstances.
Certain gifts made during your lifetime may be exempt, but gifts made within seven years of your death could be subject to IHT. We’ll advise on how to structure gifts to minimise tax.
Yes, we specialise in creating bespoke IHT strategies for estates of all sizes, including those with complex assets, business interests, or international considerations.
Our Accountancy Services
We offer a range of services to help you manage your finances and grow your business.

Why Jermyn & Co?
Why Choose Jermyn & Co for Your Accounts?
At Jermyn & Co, we’re more than just accountants – we’re your partners in success. Our accountancy services are designed to help you:
- Stay Compliant – Ensure your financial records meet HMRC and Companies House requirements.
- Save Time – Let us handle the numbers while you focus on growing your business.
- Improve Efficiency – Streamline processes and reduce errors with expert support.
- Plan for Growth – Use actionable insights to guide your financial decisions and achieve your goals.
With our proactive approach, you’ll gain the confidence and clarity you need to succeed.

Why Jermyn & Co?
Why Choose Jermyn & Co for Business Tax?
Tax legislation in the UK can be complex and ever-changing, but with Jermyn & Co by your side, you’ll have access to expert advice and practical solutions.
Our services include:
- Strategic Tax Planning – Helping your business plan effectively to reduce your overall tax liabilities.
- Corporation Tax Filing – Ensuring accurate and timely submissions to HMRC.
- VAT Compliance – Assisting with VAT registrations, returns, and managing thresholds.
- R&D Tax Credits – Maximising available credits for your innovation and development projects.
- Self-Assessment Support – Tailored assistance for self-employed individuals or partnerships.
With our expertise, you can focus on running your business while we handle the numbers. We’re committed to helping you stay ahead of deadlines and legislation changes.
Corporation Tax Compliance
VAT Services
R&D Tax Credits
Tax Planning and Advisory

Why Jermyn & Co?
Why Choose Jermyn & Co for Personal Tax?
At Jermyn & Co, we understand that everyone’s financial situation is unique. Our personal tax services are designed to help you:
- Optimise Tax Efficiency – Leverage allowances, reliefs, and deductions to minimise your tax liability.
- Ensure Compliance – Stay on top of filing deadlines and HMRC requirements to avoid penalties.
- Plan for the Future – Align your tax strategy with your long-term financial goals.
- Simplify Tax Complexity – Let us handle the details so you can focus on what matters most.
From simple tax returns to complex financial arrangements, we provide expert advice and support tailored to your needs.
Proactive Tax Planning
Expert Guidance
Tailored Solutions
Stress-Free Compliance

Why Jermyn & Co?
Why Choose Jermyn & Co for Corporate Finance?
At Jermyn & Co, we understand that every business is unique. Our experienced team offers a personalised approach to corporate finance, helping you:
- Secure Financing – Access the funding you need for expansion, acquisitions, or working capital.
- Plan for Growth – Develop tailored financial strategies to achieve your business objectives.
- Manage Mergers & Acquisitions – Navigate complex transactions with confidence, from valuations to negotiations.
- Optimise Financial Performance – Streamline processes, reduce costs, and maximise profitability.
Whether you’re a start-up seeking investment or an established business exploring new opportunities, we’ll provide the expert guidance you need to succeed.
Business Valuations
Mergers & Acquisitions (M&A)
Fundraising & Investment
Financial Modelling
& Forecasting

Why Jermyn & Co?
Why Choose Jermyn & Co for HR Services?
At Jermyn & Co, we understand that every business is unique, and so are its HR needs. Our tailored HR services help you:
- Stay Compliant – Meet the latest UK employment laws and regulations with ease.
- Save Time and Resources – Let us handle the admin while you focus on growing your business.
- Engage Your Team – Build a positive, productive workplace with our employee engagement solutions.
- Grow with Confidence – Ensure your HR strategy aligns with your long-term business objectives.
Whether you need ongoing HR support or help with a specific issue, our experienced team is here to assist.
Payroll Management
HR Compliance
Employee Engagement & Retention
Training & Development

Why Jermyn & Co?
We offer tailored accounting services to various sectors through Norfolk & Suffolk.

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How We Help You Secure Your Legacy
At Jermyn & Co, our inheritance tax planning services are designed to ensure your wealth is preserved and your wishes are carried out. We take a proactive approach, providing clear advice on strategies to minimise tax liabilities and protect your estate for future generations.
By understanding your unique circumstances and goals, we create a comprehensive plan that not only reduces tax but also ensures your family and beneficiaries are well cared for. With our expertise, you can enjoy peace of mind knowing your legacy is secure.
Ready To Change Accountant?
Talk To Us
Schedule a consultation to discuss your estate and tax planning needs.
Review and Plan
We’ll create a bespoke IHT strategy tailored to your circumstances.
Secure Your Legacy
Minimise tax liabilities and ensure your estate is passed on as you intend.