Inheritance Tax (IHT) can take a sizeable chunk of your estate if not planned for. Whether you are a homeowner, business owner, or high-net-worth individual, proactive tax planning can protect your wealth and ensure your wishes are fulfilled.
At Melon Accountants, we provide personalized IHT and succession planning that‘s aligned to your goals. Our chartered tax consultants talk with you to understand your assets, beneficiaries, and timelines — reducing the tax take, avoiding probate delays, and arranging generational transfers.
We also assist business owners with succession planning strategies such as trusts, Family Investment Companies (FICs), and Business Property Relief. Regardless of whether you’re looking ahead or already managing a substantial estate, we‘ll advise you on taking the right steps now to protect what you‘ve built.
* Reduce or eliminate inheritance tax liabilities
* Ensure easy asset and ownership transfer
* Protect beneficiaries from unexpected tax bills
* Expert advice on wills, trusts, and estate planning
* Family business and property portfolio management
* High-net-worth individuals and families
* Landlords and property owners
* Business owners nearing retirement or succession
* Those with significant estates or assets overseas
* Anyone wishing to protect assets for future generations
Full inheritance tax review and planning
Succession strategy consultation
Recommendations for trusts, FICs, or tax-efficient gifting
IHT forecasting and liability calculations
Collaboration with solicitors and estate planners if needed
Inheritance Tax must be paid within 6 months of death Planning should begin well in advance for optimal results
Asset list (property, shares, savings, etc.)
Existing wills or trust documents
Business ownership records (if applicable)
Gifting history (last 7 years)
Marriage, civil partnership, or beneficiary details
Explore examples of how we’ve made tax returns simpler and more accurate.
✅ Widow Inheriting Partner‘s Estate
We helped a surviving spouse in maximizing the unused nil-rate band and spousal exemption, resulting in nil IHT liability and a smooth probate.
✅ Business Owner Planning Retirement
A family business owner approached us to explore succession options using Business Property Relief and trust planning. We achieved maximum tax efficiency while ensuring business continuity.
Have a query about our services, pricing, or how we work? We’ve compiled the most common questions our clients ask — all in one place. If you still need help, don’t hesitate to reach out directly.
Our head office is in London, but we serve clients across the UK through cloud-based accounting platforms.
We work with leading cloud accounting platforms like Xero and QuickBooks.
Yes, we provide tailored accounting and tax services for a range of industries including construction, hospitality, healthcare, property, and startups. Our sector-specific expertise ensures advice that fits your business.
You can contact us via phone at 020 3950 8470, email at info@melonaccountants.co.uk, or through our website’s contact form.
Our bookkeeping services encompass data entry, bank reconciliations, accounts receivable and payable management, financial reporting, and VAT returns.
We manage real-time information (RTI) PAYE filing, email payslips to employees and employers, provide payroll cost analysis, advise on payroll-related issues, report to your auto-enrolment pension provider, and assist with auto-enrolment correspondence
Yes, we provide on-demand virtual finance director services to help businesses get the financial expertise they need without the cost of hiring a full-time CFO.
Certainly. We offer company formation and secretarial services, including advice on business structures, maintaining company registers, Companies House filings, and planning regarding different business entities.
Our head office is in London, but we serve clients across the UK through cloud-based accounting platforms.
We work with leading cloud accounting platforms like Xero and QuickBooks.
Yes, we provide tailored accounting and tax services for a range of industries including construction, hospitality, healthcare, property, and startups. Our sector-specific expertise ensures advice that fits your business.
You can contact us via phone at 020 3950 8470, email at info@melonaccountants.co.uk, or through our website’s contact form.
