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Inheritance Tax & Estate Returns

Expert help with inheritance tax and estate reporting.

Elderly couple sitting down to have a meeting about inheritance tax and estate planning.
Navigate estate complexities

Managing an estate or planning for the future can feel overwhelming

Managing an estate or planning for the future can feel overwhelming but you don’t have to go it alone. We provide clear, sensitive guidance on inheritance tax planning, estate administration, and completing IHT and estate returns, making a complex process more manageable.

Handling inheritance tax and estate administration involves detailed rules and strict deadlines. At Shoreline Accountants, we provide clear, expert support to ensure the process runs smoothly and compliantly.

Full estate services

Our Estate & IHT Services Include:

Whether you’re planning ahead or managing an estate, we’ll accurately calculate inheritance tax liabilities, apply relevant reliefs and exemptions, prepare and submit estate tax returns, and liaise with HMRC on your behalf.

  • Inheritance tax planning and advice
  • Preparing and submitting IHT returns
  • Valuation and reporting of estate assets
  • Advice on exemptions, reliefs, and allowances
  • Guidance through the probate and administration process
  • Managing communications with HMRC

Let us take the burden off your shoulders and ensure your estate is handled with care, accuracy, and respect.

An aerial view of the same couple having a meeting with their accountant.
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Contact Us

Contact us today to get a free consultation.

Learn more about how our accounting services can benefit your business. We look forward to hearing from you and helping you achieve financial success!

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