Inheritance Tax Service

Inheritance Tax Planning Strategies for Expats

HMRC collected over £6b from inheritance tax alone in 2022. Our inheritance tax service is dedicated to assisting British expats in optimising their estate by exploring a range of strategies including:

  • Trust Structures
  • Asset Protection Measures
  • Cross-Border Tax Planning
  • Will and Estate Planning
  • Charitable Giving Options

Whether you have UK-based assets, international wealth, or complex cross-border considerations, our team of experts provides tailored advice and personalised solutions to minimise your tax liabilities and ensure a smooth transfer of wealth to your beneficiaries.

As Seen In

Why AHR Group?

Tailored Solutions

Benefit from our Inheritance Tax service, which offers customised strategies and solutions designed to meet your unique circumstances and aspirations, ensuring your estate plan aligns with your needs.

Expert Guidance

Access a team of knowledgeable professionals with extensive experience and expertise in inheritance tax planning.

We are committed to providing expert guidance and staying abreast of industry regulations.

Asset Protection

Safeguard your assets for the future with our comprehensive approach to asset protection.

We offer effective strategies and structures to shield your wealth, enabling you to preserve your financial legacy for future generations.

AHR Group Advantage

As part of AHR Group, we leverage our organisation’s collective resources, expertise, and reputation to provide you with added trust and assurance, allowing us to deliver exceptional client service and outcomes.

Common Inheritance Tax Queries

How Our Service Works


100% no obligation call with an AHR expert specialising in estate planning and Inheritance Tax to assess your unique circumstances, goals and concerns.

First meeting with your inheritance tax specialist adviser. Here you will complete a full financial questionnaire.

Internal discussions with relevant tax teams, including identifying any need for outside counsel.

At this stage we will discuss our findings and views with you and if we agree on the need for full advice we will present our solutions to your concern.

If agreed, we will implement the advice specifically tailored to your situation.

Regularly review and update your trust arrangements to adapt to changes in personal circumstances, tax laws, or financial goals.

Inheritance Tax Advice

Speak with one of our experts during a complimentary 15-minute call, and you’ll:

  • Learn the potential benefits of inheritance tax planning for your specific circumstances.
  • Discover the possible strategies and solutions tailored to your situation.
  • Gain a comprehensive understanding of the advantages and considerations associated with inheritance tax planning.

Inheritance Tax FAQs

If you are considered UK Domicile, you are liable for UK Inheritance Tax on your worldwide estate.

However, suppose you’ve acquired a ‘Domicile of Choice’ in another country and severed most ties with the UK. In that case, you might not be considered UK Domicile for Inheritance Tax purposes. It’s a complex area, and professional advice is recommended.

If you are a “Non-UK Domicile” but own UK Property, you are liable to UK Inheritance Tax on that property. This is the case even if you live abroad and regardless of where the rest of your assets are located.

Yes, there are several strategies to reduce your Inheritance Tax liability potentially. These include using your tax-free allowances, giving gifts out of regular income, putting assets into trusts, and leaving a portion of your estate to charity.

Each situation is unique, so getting professional advice is essential to understand the best strategies for you.

If you don’t make a will, your estate will be divided according to UK intestacy rules, which may not align with your wishes.

It’s also likely to complicate the process for your beneficiaries and could lead to disputes. Making a will ensures that your estate is distributed according to your preferences.

Yes, if you’re married or in a civil partnership and your estate is worth less than your allowance, any unused allowance can be added to your partner’s threshold when you die. This can significantly reduce the Inheritance Tax liability for your partner.

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