Frequently asked questions about Inheritance Tax (IHT)
In light of the Autumn Budget, our updated IHT guide will help you understand the complex world of Inheritance Tax and avoid the common pitfalls.
Donna is a Chartered Tax Adviser and has worked with Price Bailey since 1995. Before specialising in personal tax, Donna worked within our accountancy department and is also a qualified accountant.
Donna manages the Cambridge Private Client tax department, which provides tax planning advice and compliance services to individuals and trusts, including inheritance tax advice. Donna is also authorised to provide probate and estate administration services. Donna and the team work closely with our financial services managers, providing tax advice alongside our financial advice.
Articles by Donna
As a business owner, what should I consider when writing a Will?
Business owners must ensure their will protects both their business and family. Discover how shareholder agreements, business valuations, and asset management impact your estate planning.
End of life planning – Making sure your affairs are in order
We outline key points of end of life planning to consider when thinking about organising your personal affairs in preparation for when you pass away.
End of Life Estate Planning video summary
There are many considerations to bear in mind when planning and making decisions for your life and estate. In this 6 part series of short videos, we discuss the different areas you should be thinking when doing so...
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