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Inheritance Tax.

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Expert Inheritance Tax Planning

Inheritance Tax (IHT) can take a significant portion of your estate - but with careful, early planning, that doesn't have to happen.

At Loucas, we help clients preserve what they've worked for, reduce future liabilities, and put thoughtful plans in place for their families and their businesses. Whether you’re just starting to think about succession or responding to recent changes in IHT rules, we're here to help.

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Strategic Planning. Practical Advice.

Full Inheritance Tax Report

We carry out a full review of your circumstances and assets, calculating your potential exposure to inheritance tax.

IHT Mitigation

We help you pass on wealth tax-efficiently using a strategy tailored to you and your wishes.

Business Property & Agricultural Relief

We assess whether Business Property Relief or Agricultural Relief applies - and structure your estate accordingly.

Trusts & Family Investment Companies

We advise on when and how to use trusts or holding structures and work alongside legal partners to implement them.

Why Choose Loucas?

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Built Around You

Every recommendation is tailored to your family situation, personal values, and long-term wishes - not a templated plan.

Joined-Up Thinking

We work closely with your solicitor, financial adviser, or introduce trusted partners to deliver a complete plan.

Responsive and Considerate

Clients value how we communicate: clearly, promptly, and with full respect for the sensitivity of the subject.

Practical Support at Every Stage

From initial advice to long-term implementation, we’re here to guide, review, and refine your plan as life changes.

Wherever You Are, We're Here for You

Based in Kent with offices across London and the Southeast we work with clients who are local, UK wide and global:

  • Property owners and landlords approaching the IHT threshold
  • Couples with combined assets near or above £1m-£2m
  • Retirees with significant pensions or investment portfolios
  • Business owners navigating new limits on Business Property Relief
  • Families managing complex relationships, blended households, or second marriages
  • Anyone who has received outdated advice or is concerned about recent rule changes

You don't have to be ultra-wealthy to need inheritance tax advice - but you do need a clear, timely plan.

Why It Pays to Start Planning Early

Some of the most effective IHT strategies rely on time - whether it’s the 7-year gifting rule, structuring ownership early, or making use of exempt allowances.

Many clients come to us too late to access the full range of options. Planning in your 50s or 60s - or earlier - can make a real difference.

And with changing legislation around pensions and business assets, previous advice may no longer hold.

We’ll review where you are now and help you build a plan that adapts as your life and family do.

How we work

"Being the Difference" is the Loucas way of working - and the promise behind everything we do.

It means taking time to understand your business and where you're going. It means working side by side - not just showing up when returns are due. And it means helping you prosper, with advice that's practical, forward-looking, and always on your side.

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What our clients say

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Plan for your family’s future with confidence. Book an introductory call with Loucas today to discuss how we can help minimise your IHT liability. Book your call today.