- 128 City Road, London, United Kingdom, EC1V 2NX
- enquiries@wingateaccountants.co.uk
- 01615314179
Specialist support for families, executors and trustees: Inheritance Tax planning, IHT400 returns, estate tax and trust compliance. Clear advice, fixed fees and a qualified accountant guiding you at every stage.
Choose the service you need, or speak to us and we will guide you to the right support.
Reduce the IHT your family will pay through lifetime gifts, reliefs, wills and business planning.
Estate valuation, reliefs and the IHT400 prepared and submitted for executors.
Final tax returns, estate income tax, estate accounts and CGT on estate property sales.
Trust tax returns (SA900), Trust Registration Service, 10-year and exit charges.
All services are quoted as a fixed fee after a free consultation.
Every estate and trust is different, so we provide a written fixed-fee quote after a free initial consultation. All quotes include VAT.
We provide the tax and accounting work for estates and trusts. Where a grant of probate is needed, we work alongside your solicitor or probate practitioner.
Tell us about the estate, trust or plans and what you need.
We confirm the scope and a fixed fee in writing.
We gather information, calculate the tax and prepare every return.
We file with HMRC, deal with queries and confirm when everything is settled.
| Item | Current position |
|---|---|
| Nil-rate band | £325,000 per person |
| Residence nil-rate band | Up to £175,000 when a home passes to direct descendants (tapered for estates over £2 million) |
| Standard IHT rate | 40% (36% if at least 10% of the net estate is left to charity) |
| Transfers to a spouse or civil partner | Generally exempt, and unused allowances can be transferred |
| Business & Agricultural Relief (from 6 April 2026) | 100% relief on the first £2.5 million of qualifying property, 50% above |
| Unused pensions (from 6 April 2027) | Brought into the estate for IHT |
From 6 April 2026, 100% Business and Agricultural Property Relief is limited to the first £2.5 million of qualifying property, with 50% relief above that, and AIM shares now generally receive 50% relief. From 6 April 2027, most unused pension funds and death benefits will be included in the estate for Inheritance Tax. Families who previously had little or no exposure may now face a substantial bill.
Planning early gives you the widest range of options: lifetime gifts, use of exemptions, reviewing ownership of property and business interests, and making sure wills and trusts still work as intended.
Official guidance: Inheritance Tax · Trusts and taxes
Transparent pricing, confirmed in writing before any work begins. No hourly charges and no surprises.
Work directly with a qualified accountant who knows your affairs, never a call centre.
Responsive support by phone, email and WhatsApp, with clear advice in plain English.
Experienced with Xero, QuickBooks, FreeAgent and Sage, as well as spreadsheet records.
“Professional and reassuring when dealing with my CGT obligations. I’d definitely use Wingate again.”
“Consistently good service for company accounts. They’re proactive rather than reactive, which makes a big difference.”
“Wingate have processed my tax returns for some years now & I am more than happy with service provided.”
Share a few details and a qualified accountant will respond with a fixed-fee proposal, usually within one working day. All prices include VAT.
Request your quoteWhatsApp 0161 531 4179
We are Independent firm of chartered Accountants and provide Tax and compliance services to businesses and Individuals. Our purpose is to make a meaningful difference to our clients.
Monday to Friday : 09:00 – 17:00 Saturday & Sunday : Closed
