IHT & Succession Planning
Protecting Your Legacy with Smart, Tax-Efficient Planning
Preserving family wealth requires careful planning, strategic timing and a deep understanding of UK tax legislation. We help you secure long-term financial stability while ensuring your estate passes smoothly to the next generation.
When and Why Corporate Restructuring Is Necessary
Why Succession Planning Matters More Than Ever
Estate & Wealth Preservation Strategies
Inheritance Tax rules change frequently, and without planning, your estate could face unnecessary tax liabilities. We provide clear, proactive guidance to preserve your wealth and keep your long-term intentions intact.
We undertake a detailed review of your estate, identifying opportunities to mitigate IHT exposure while ensuring you maintain access to the capital you need. Our work focuses on balancing tax efficiency with practical family requirements.
Using Family Investment Companies (FICs) Effectively
Family Investment Companies allow you to retain control while passing future growth to the next generation. They are a powerful tool when used correctly — structured with “freezer” and “growth” shares to optimise tax outcomes.
How FIC Structures Reduce Long-Term IHT Liability
By capping the value of the shares you personally hold and assigning future growth to children or other beneficiaries, FICs ensure long-term tax efficiency without sacrificing control or decision-making authority.
When and Why Corporate Restructuring Is Necessary
Using Family Investment Companies (FICs) Effectively
Family Investment Companies allow you to retain control while passing future growth to the next generation. They are a powerful tool when used correctly — structured with “freezer” and “growth” shares to optimise tax outcomes.
How FIC Structures Reduce Long-Term IHT Liability
By capping the value of the shares you personally hold and assigning future growth to children or other beneficiaries, FICs ensure long-term tax efficiency without sacrificing control or decision-making authority.
Get Expert Succession Planning Advice Today
Secure your family’s future with structured, tax-efficient solutions tailored to your circumstances.
Making the Most of APR & BPR Reliefs
Ensuring Your Assets Qualify for Relief
Agricultural Property Relief and Business Property Relief can significantly reduce your estate’s IHT liability, but eligibility is often misunderstood.
We review ownership structures, business activities and asset usage to determine whether relief is available — identifying risks early and creating solutions to maintain tax efficiency.
Planning for Multi-Generational Wealth
Creating Clear, Practical Family Governance
Effective succession planning isn’t just about reducing tax — it’s about creating a sustainable financial framework that supports your family across generations.
We help families establish governance structures, shareholder agreements and control mechanisms that ensure stability, fairness and long-term clarity.
Our Valued Clients
Avoiding Common Succession Pitfalls
Poor documentation, outdated structures and unintended tax triggers are common causes of inheritance disputes and unexpected liabilities.
How Catanda Keeps Your Plan Compliant
- Regular reviews of structures and relief eligibility
- Proactive risk identification
- Clear documentation to prevent HMRC challenges
- Transparent guidance for family members
- Strategies aligned with your evolving wealth
What You Can Expect
- Comprehensive estate reviews
- Relief eligibility analysis (APR & BPR)
- FIC design and implementation
- Tax-efficient wealth transfer
- Protection of control and decision-making
- Long-term multi-generational planning
How Catanda Supports Your IHT Strategy
We bring deep tax expertise and forward-looking planning to every estate.
IHT & Succession Planning FAQs
Here are the answers to some frequently asked questions about our services. You can find more on our FAQ page here
There is no single method — we combine reliefs, structured planning, FICs and governance tools to minimise exposure based on your situation.
Not always. They require long-term planning and solid governance. We assess suitability before recommending implementation.
Yes — many strategies allow flexible access while still reducing IHT liability.
We evaluate alternative structuring options to protect value and minimise tax.
The earlier, the better. Many reliefs and structures require time to become effective.
Secure Your Wealth for the Next Generation
Plan with confidence. Our specialists deliver clear, strategic advice for long-term tax efficiency and family stability.