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INHERITANCE TAX EXEMPTION SCHEMES

Technical support and assistance during the preparation and management of inheritance tax exemption schemes involving historic buildings, assets or landscapes.  These schemes aim to encourage private owners to retain and care for our heritage and avoid estates being broken-up on their death and so save them for the nation.  

 

Each scheme is specifically tailored and prepared to meet the specifics of the person and the estate that is being considered and will ultimately need approval from the tax authorities as well the appropriate national heritage bodies who may be involved.  This is based on specialist advice and guidance from financial experts as well as those on the aspects of the heritage that are to be taken into the scheme.