Tax Planning Advisors Cheshire & Chester

If you thought inheritance tax was just for the extremely wealthy people to worry about, think again. Recent reforms to inheritance tax and rising property prices have meant more estates are likely to face an inheritance tax bill. Pensions will also be subject to inheritance tax from April 2027.

If your estate has an inheritance tax liability, your beneficiaries will have to pay the inheritance tax bill. This may not be the kind of legacy most people think of leaving behind.

The good news is that there are plenty of things you can do – in your lifetime – to take care of a potential inheritance tax problem. But finding the right options for you will depend on your personal circumstances. What maybe the best solution for one family may be completely unsuitable for another.

We have extensive experience in advising and recommending the most suitable solution depending upon your individual circumstances.

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Garnet Ronander

Garnet Ronander

Tax Planning Specialist
Head of Financial Services

Garnet Ronander

Garnet Ronander works with clients who want their financial planning to be considered clearly and tax-efficiently, without losing sight of their wider aims. As Head of Financial Services at Cullimore Dutton, he brings over 20 years’ experience in UK financial services, with expertise in inheritance tax mitigation, retirement and pension planning, investment planning and later life planning.

For tax planning, Garnet helps clients understand how their assets, pensions, investments and long-term plans may interact from a tax perspective. His advice is practical and joined-up, helping clients consider appropriate options while working alongside Cullimore Dutton’s legal and financial team where wider estate planning or succession issues are involved.

Specialisms: High-Net-Worth

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Protect Your Estate and Your Legacy

Inheritance Tax can affect more estates than many people realise, and pensions will also be subject from April 2027. Our specialist advisers provide personalised guidance to help you plan effectively, reduce potential liabilities, and safeguard what you leave behind for your beneficiaries.

At Cullimore Dutton, we help clients take a measured look at the wider picture. That may include how assets are owned, how wealth is passed on, whether trusts may be appropriate, and how legal and financial arrangements fit together. As an established law firm in Cheshire, we offer tax planning advice in Wilmslow, Alderley Edge, Prestbury, Bowdon & Hale and beyond, with support available from our offices in Chester & Knutsford.

To discuss your circumstances, call us on 01244 356789, email us at info@cullimoredutton.co.uk, or complete the contact form on this page, and one of our team will be in touch as soon as possible.

Take control of your estate planning and protect your legacy with expert advice.