Inheritance Tax Planning
Legacy preservation is about continuity and foresight.
We work with clients to plan how wealth, responsibilities, and control may pass over time, factoring in family dynamics, tax exposure, and long-term intentions.
The goal is to reduce uncertainty, preserve choice, and make transitions smoother for future generations without imposing rigid structures that might become unworkable.
Reduce Tax
- Reduce Inheritance Tax – Protect your family for future generations.
- Business Exit – Mitigiate unnecessary taxation on the sale of business assets or shares.
- Reduce your exposure to personal and corporation taxation without having to leave the UK (unless you want to).
Protect:
- Safeguard your wealth from bloodline loss (protect your estate from being lost to a child’s future ex-spouse after divorce).
- Include the next generation in your plans now, well beyond simple Wills and Trusts.
If you’re a High Net Worth Individual and haven’t had your financial structure optimised to reduce taxes and protect your wealth, now is the time to act.
Estate Planning
Create a comprehensive estate plan to ensure your assets are distributed exactly as you intend, minimising family disputes, unnecessary tax exposure, and costly delays. Our approach covers every detail — from drafting wills and setting up trusts to planning for inheritance tax and future care needs — giving you complete peace of mind that your wishes will be honoured and your loved ones protected.
Tax Strategies
Reduce inheritance and estate tax liabilities with clear, efficient tax planning that protects the wealth you’ve worked hard to build. By putting the right strategies in place now, you can ensure more of your assets go to the people and causes that matter most to you, not the taxman.
Our experienced advisers help you make sense of complex rules, exploring every opportunity to use allowances, trusts, and lifetime gifts in a way that fits your family’s needs. We take the time to understand your goals, so your plan is both tax-efficient and fully aligned with your wishes.
With careful planning, you can pass on your wealth smoothly and securely — giving you confidence that your legacy will be preserved for future generations.
Trusts and Wills
Set up clear trusts and wills to make sure your money and assets go to the right people without problems. A good will gives you control over who gets what, avoiding family arguments and delays. Trusts add extra protection by letting you decide when and how your loved ones receive what you leave them. They can also help reduce tax. We work with trusted legal experts to keep everything up to date and in line with your wishes.
Family Education
Help your family learn how to look after what they inherit. Many families lose wealth because future generations are not ready. We make this easier by giving clear advice, helpful resources, and meetings that teach good money habits. Whether they are young adults or older family members, we help your heirs feel ready and able to manage what you leave behind.
Philanthropic Goals
Add giving to charity to your plan to make a real difference. This can be a one-off donation or a lasting gift through a trust or foundation in your name. We help you choose the best way to support causes you care about and save on tax at the same time. However you want to help — local projects, research, or bigger global causes — we make sure your giving fits your plan and keeps your legacy strong.
Why Choose Infinitus Consulting?
Infinitus Consulting provides specialist advice in tax planning, asset structuring and long term wealth management for business owners, investors and private clients. The firm focuses on building compliant, well governed structures that protect assets, support growth and stand up to regulatory scrutiny. Work is grounded in evidence, not opinion, with each recommendation shaped by legislation, case law and commercial reality.
Tom Cardwell founded Infinitus Consulting with a clear objective: to offer technically sound advice that clients can rely on over decades, not just tax years. His work is centred on accuracy, durability and accountability, with every structure designed to be understood, defensible and fit for purpose.
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