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Expert Inheritance Tax Planning Services

Inheritance Tax Planning is crucial for safeguarding your estate from unnecessary tax burdens. At DG Accountancy Ltd, we offer tailored solutions to help you navigate complex regulations and protect your assets for the future, moving you from reactive stress to proactive strategy.

Our approach ensures proactive strategies that align with your financial goals, providing clarity and confidence. With fixed monthly packages and fast response times, we make estate planning straightforward and stress-free.

Experience

Expert Inheritance Tax Planning Services

Our Accreditations

Strategic Estate Protection

We develop personalized inheritance tax plans that minimize liabilities and maximize wealth transfer. Our expertise covers business assets, property, and investments.

Clients often face uncertainty with estate planning; we provide clear guidance and regular reviews to ensure compliance and optimization, addressing the overwhelm of tax deadlines.

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Experience

Clear, Transparent Pricing

Let us take care of the hard work — so you can enjoy the rewards of a successful career.

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Expert, Tailored Advice

We assist you in planning for a successful , fulfilling and prosperous future.

Integrated Into Our Advisory Packages

Inheritance tax planning is included in our comprehensive service tiers, offering predictable costs and guaranteed support.

Included in our Grow package for limited companies, providing full tax planning support.
Personal tax planning services to optimize inheritance tax liabilities, part of our Operate and Grow tiers.
Regular strategy reviews and updates as part of our fixed monthly fees from £79 for Start tier.
Same-day or 24-hour response times depending on your package tier, ensuring reliability.

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Experience

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Experience

Why Trust DG Accountancy Ltd for Inheritance Tax Planning

Based in Torquay, we serve clients across the UK with specialist knowledge in inheritance tax, particularly for business owners and high-net-worth individuals in South Devon and beyond.

With a focus on value-adding advice beyond compliance, we help you achieve financial freedom. Our responsive approach and transparent pricing, established in 2024, ensure you receive reliable support.

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Experience

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Experience

“Daniel was very helpful and patient with me when I had no clue what to do and spoke through everything with me and made it clear, couldn’t recommend him enough,thank you again."

Stephen McMullen

Testimonials

What Our Customers Say

We build trusted partnerships with every client, ensuring fast responses and transparent fees to reduce stress and meet critical deadlines.

Clients in Torquay praise our professionalism and reliability, helping them navigate financial admin with confidence and clarity.

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Let's Connect

Get In Touch With Us

You can reach us by phone, email, or using the contact form below. We'll get back to you quickly to discuss how we can help with compliance, tax planning, or business growth.

Initial chats are always free and without obligation. We'll listen to your goals, explain our fixed monthly packages, and show you how we can save you tax and improve cash flow. It's all about making your financial life easier.

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Still Not Sure?

Frequently Asked Questions

Common questions regarding Inheritance Tax Planning:

What does inheritance tax planning involve?

It involves strategies to minimize inheritance tax on your estate, including wills, trusts, and asset structuring, tailored to your specific situation, as part of our tax planning and advisory services.

How much does inheritance tax planning cost with DG Accountancy Ltd?

Our inheritance tax planning is integrated into our fixed monthly packages, such as the Grow tier for limited companies starting from £143 per month, ensuring comprehensive support with defined response times.

Can you handle inheritance tax for business assets?

Yes, we specialize in inheritance tax planning for business owners, ensuring smooth succession and tax efficiency for company assets, based on our expertise with limited companies and contractors.

Is inheritance tax planning available for clients outside Torquay?

Absolutely, we offer UK-wide services, with remote consultations available for clients across the country, supporting our geographic reach from Torquay to nationwide.

DG Accountancy Ltd provides fixed monthly accountancy services for small businesses and contractors in Torquay and across the UK. Contact us for reliable support to help your business thrive.