Passionate about people and their families

We understand wealth protection so that you don’t have to

Who are the IHT bureau?

IHT Bureau was founded by Adrian and Andrew, both seasoned professionals in the world of wealth protection. Using their extensive knowledge we help individuals and business owners to plan for the future. Working directly with clients, or with their current advisers we are able to bring new and interesting solutions to help clients with these particular challenges and potentially save substantial tax costs.

“We realise that there is an increasing problem out there, with IHT receipts increasing year-on-year, and there appears to be very little support or awareness of simple solutions to mitigate these charges.”

The IHT Bureau not only considers your potential inheritance tax liability, but can make you aware of the various options that are open to you, to help mitigate potential liabilities, through estate planning, income sequencing, optimal pension planning and gifting. Our typical client has assets in excess of £1 million, not including the family home.

Let's chat about your situation and how we can help you.

Lifetime allowance

OUR VALUES

How it works:

Meet the team

LTA-Bureau-Team-Andrew-Johnson

Andrew Johnson

I started my professional career in the banking and building society sector, before moving on to provide independent financial advice for over 20 years, giving me detailed knowledge of the personal finance sector and the various solutions available.

This experience allowed me to move fulltime into the corporate pensions sector, becoming a specialist adviser on Small Self- Administered Schemes (SSAS), to company directors and their professional advisers. This included promoting tax efficiency, individual wealth planning and preservation, with a particular emphasis on purchasing or transferring commercial property into UK pension structures.

LTA-Bureau-Team-Adrian Howe

Adrian Howe

I started my career in international banking then qualified as a financial adviser to both UK and international clients. With more than 25 years of working experience within financial services I enjoy the challenges of complex situations and helping improve client outcomes. I am also qualifying as a financial coach which has been extremely helpful in discussions with clients regarding later life planning.

We work closely with our clients, tax advisors, accountants and lawyers to provide considered solutions in all areas of wealth management. Estate planning has continued to be a hurdle for many clients, especially in the last few years with the rise of asset values. Using my own experience, alongside the extensive knowledge of Andrew will enable us to provide clients and their advisers technical analysis on this complicated area of managing your wealth for the future.

PLease get in touch to speak to a member of our team about your situation and how we can help.