Introducing RentalBux: Our MTD Software for Landlords
Generic software doesn't understand property businesses and require manual intervention to meet deadlines. That's why we developed RentalBux!
Comprehensive Wealth Protection for Families and Property Owners
Premium Estate Planning Service
When your estate includes multiple properties, businesses, investments or complex family dynamics, basic inheritance tax advice may not be enough. Our Premium Estate Planning Service brings together every aspect of inheritance tax and wealth structuring into a single, bespoke service.
Whether you own a property portfolio, run a trading company, farm agricultural land or simply want to ensure your family’s future, UK Property Accountants (UKPA) provides a tailored plan that covers all angles.
What’s Included in the Premium Service
We offer a full suite of services to cover every aspect of IHT planning:
Inheritance Tax Framework Analysis
Explains how IHT, gifts, trusts and reliefs apply to you. This includes chargeable transfers, potentially exempt transfers, gifts with reservation rules, pre‑owned asset tax, and BPR/APR.
Strategic Estate Planning
Restructures your assets, companies and trusts to maximise allowances and maintain control of family wealth.
IHT Compliance Review
Checks if any IHT charges have arisen on past gifts or trusts, calculates ten‑year and exit charges, and ensures you meet reporting deadlines.
Lifetime Transfers and Reliefs and Exemptions Review
Creates a schedule of lifetime gifts, applying the £3,000 annual exemption, small gift allowance and apply applicable reliefs.
Business and Agricultural Relief Assessment
Determines whether your business interests or agricultural land qualify for up to 100% IHT relief.
Nil Rate Band (NRB) and Residence Nil Rate Band (RNRB) Planning
Models taper thresholds and downsizing rules to preserve your NRB and RNRB.
Will and Letter of Wishes Review
Ensures your wills, trusts and letters of wishes meet your planning objectives and RNRB conditions.
Deed of Variation and Disclaimer Advice
Examines post‑death planning options to redirect assets and optimise tax outcomes.
HMRC Compliance and Reporting
Prepares IHT returns and excepted estate declarations, ensuring timely submission.
Family and Board Briefings
Offers clear briefings on your IHT exposure and options for family members or business stakeholders.
Annual Monitoring
Ongoing reviews to adjust your plan as legislation changes. (This service has annual charges and can be opted out of.)
How We Help
Our premium clients benefit from dedicated advisers who coordinate all elements of their estate plan. We model various scenarios like lifetime gifts, trust creation, company formation/restructuring, pension drawdown and present clear recommendations. Our integrated approach means that decisions about business relief, pensions, nil‑rate bands and gifts work together rather than conflict.
Why Choose UKPA’s Premium Estate Planning Service?
Specialist expertise
We are property tax and inheritance tax specialists with deep knowledge of legislation, reliefs and HMRC practice.
Bespoke solutions
Your plan is tailored to your family’s unique circumstances, values and goals.
Holistic integration
We coordinate IHT planning with income tax, capital gains tax, stamp duty and pension rules.
Proactive monitoring
Our team tracks legislative changes, like the nil-rate band freeze and pension reforms, to keep your plan current.
Clear communication
We explain complex structures in a straightforward way and provide full transparency on fees.
Begin Your Premium Estate Planning Journey
Frequently Asked Questions
If your estate is complex; it has multiple properties, companies, agricultural land, or significant pension amount and other forms of amassed wealth, a piecemeal approach can leave gaps. The premium service ensures every element is coordinated, reducing the risk of unintended tax charges and offering peace of mind.
It varies depending on the complexity of your affairs. An initial review and recommendations can take a few weeks, followed by implementation stages. We provide a timeline at the outset.
Yes. We work alongside your existing advisers solicitors draft wills and trust documents, while regulated financial advisers arrange investments and pension products. We coordinate with them to ensure the overall plan is tax‑efficient.
Our annual monitoring ensures your plan adapts to changes in legislation, asset values or family situations. You can also book additional reviews whenever major life events occur.
Start Your Gifting Plan Today
By using exemptions and allowances effectively, you can provide financial support to your loved ones while reducing your estate for IHT. Our advisers will help you structure gifts, document them properly and integrate them with your broader estate plan.
What our clients say about us
Testimonials
Rendering the best service with a team of qualified and regulated accountants and tax advisers.
Our Process
How We Work
Our work is centred around efficiency, collaboration, and delivering exceptional results to our clients.
Initial Discovery Call
We start with a straightforward process. Answer a few simple questions to help us understand your circumstances. It’s hassle-free, quick and designed to save you time.
Data Gathering and Analysis
Once we have the details, our team of experienced accountants gets to work. You can trust us to manage the complexities and ensure everything is accurate and compliant.
Thorough Review & Timely Submission
We conduct a meticulous review to ensure accuracy, compliance, and completeness in every submission. Our streamlined process guarantees timely submissions, so you never miss a deadline.
Ongoing Support
Our commitment extends beyond accounting and tax advisory work. We provide ongoing support, including tax planning and addressing accounting queries throughout the year.
UK Property Accountants is a leading firm of chartered certified accountants and chartered tax advisers specialising in the property and real estate sector with head office in Central London.
© 2026 UK Property Accountants | All Rights Reserved