Looking for Inheritance Tax advice?

We help you help you consider your exposure to Inheritance Tax and how you can be more tax efficient.

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Get in touch today

Our expert tax advisors can discuss your estate, your current exposure to Inheritance Tax, and how your current and future wishes may affect this.

"I have no hesitation in highly recommending Charlton Baker for a professional, friendly, and helpful service for advice and assistance on inheritance tax planning, probate and associated legal matters".
 

Lisa B, Wiltshire

Plan now for a better future.

It's extremely important to plan well in advance to secure a comfortable future for your loved ones. That's why our expert tax advisors can review your tax position to ensure it's structured as tax efficiently as possible, as the resultant tax savings can be considerable. 

We help clients of all ages and stages of their life to consider their exposure to Inheritance Tax and how they can be more tax efficient. 

We can advise on all areas of Inheritance Tax so that you can be certain that when you pass away your executors only pay the correct amount of inheritance tax in line with your circumstances.

Why choose Charlton Baker for your Inheritance Tax services:

  • Dedicated Inheritance Tax team with extensive experience
  • We've provided Inheritance Tax services to many different clients and their families throughout different stages of their lives 
  • We also provide a will writing service, a lasting power of attorney service, and are licenced to carry out probate.

Welcome to Charlton Baker

Your expert blend of accounting, taxation, business and legal services.

We've have been redefining accountancy since 1984, working tirelessly for our clients' financial freedom. Award-winning and committed to leading the way, we are passionate about your financial freedom, bringing you expert advice, a great experience, with a real relationship you can rely on. 

Our list of services include:

Accounting, Audit & Business Tax

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Business & Tax Advisory

Crypto Tax

Personal Tax

Wealth, Wills & Probate

This is how we’ve redefined accountancy as you know it

Your expert blend: accounting, taxation, business and legal services all in one place.

Being human: excellent, handpicked people, who you will want to talk to.

Real relationships: we genuinely care for you and value our relationships.

Stop the clock: transparent fixed fees year after year since 2008.

Reputation above all else: delivering a service that maximises who we are, not our bottom line.

Work is a thing you do: empowering our team to work wherever their difference making abilities are maximised.

Not a briefcase in sight: embracing the best tech, paperless, and serving you in the cloud.

Pillars of performance: holding ourselves to the highest standards, every three months.