Inheritance Tax Planning

Helping you pass wealth on efficiently.

Building wealth is one thing; passing it on efficiently is another. We help you structure your affairs with future generations in mind, exploring strategies that may help preserve more of your wealth for the people you care about.

Estate and inheritance planning is not regulated by the Financial Conduct Authority.


Our Approach

Inheritance planning is about more than numbers it’s about protecting the legacy you leave behind.

We help bring clarity to your estate and explore strategies that help ensure more of your wealth reaches the people you care about most.

Understand — We assess your assets, family circumstances, existing arrangements, and estate planning objectives.

Structure — We help build a strategy around gifting, trusts, estate planning, and tax-efficient wealth transfer.

Adapt — We review regularly to ensure your plan remains aligned as legislation, family dynamics, and circumstances evolve.


Before you supply any personal details to us via the contact us page, please read our IFA privacy notice document at the bottom of the website. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the privacy notice, please tick to confirm that you have read it and that you agree to Rapidus Wealth  processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact form to market to you.
From 6 April 2027, most unused pension funds and pension death benefits will be brought within the value of a deceased person’s estate for Inheritance Tax purposes.
https://www.gov.uk/government/publications/inheritance-tax-on-pensions-technical-note/technical-note-inheritance-tax-on-pensions