Modern accounting
Specialist help to plan your estate
Inheritance tax may be a less-than-welcome fact of life but with help to forward plan your finances, the amount of inheritance tax liable on your estate can be significantly reduced.
If you think your estate may be liable to inheritance tax, planning ahead can ensure the tax liability on what your beneficiaries receive is not greater than it should be. With our reliable, proactive support, we can make sure your tax position is the most advantageous it can be, in line with any changes in regulations and your circumstances.
How we work
Our first step is to carry out a personal tax planning review with you, assigning you to one of our specialist tax advisers, experienced in inheritance tax and its related regulations.
There are tax thresholds to consider in the planning of your inheritance and estate, and ways to minimise liabilities for beneficiaries, but expert advice is recommended. Our inheritance tax experts can advise you on the benefits and implications of making gifts from your capital or income, creating a trust for your beneficiaries, and leaving legacies to charities.  Â
Some of the ways you can benefit from our inheritance tax advice include:Â
- Getting help to understand all the implications and amounts of inheritance tax
- Understanding the position of your wealth and assets and what exemptions might be available
- A personal adviser to work with and support you in planning your finances and estate
- Minimising tax liabilities on your legacy Â
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What clients think
“They were recommended to us and it was the best decision we could have made. They have been efficient and professional with our business accounts and personal tax.”
– Linda Sullivan Kent Leisure Parks Ltd
Team
Our experts
Karen Dyer
Director
Karen has been based at our sister firm GKP since 2017 and in that time has helped expand both the firm’s team and client base, implementing new systems since the Foxley Kingham group acquired the business and welcoming the staff and clients from the Bedford branch of Keen Shay Keens into the Foxley Kingham family. During 2024 she joined the board at Foxley Kingham coming round full circle to where Karen completed her formal accountancy training with the firm.
Karen joined Foxley Kingham in 2005 as a trainee, progressing through the ranks until qualifying in 2016. She went on to specialise in Audit, but from an early stage in her career, expressed an interest in being more involved in managing both client relationships and the overall direction of her team and the wider business.
Karen’s client base covers all sectors ranging from small sole trade business to large multinational groups but her preferred work is helping clients to grow and develop their business, offering no nonsense straight forward advice.
Outside of work Karen spends her time with family, friends and her horse, Paddy.