Inheritance Planning Leeds

Plan for the future with confidence. Our Leeds-based inheritance planning specialists help you protect your wealth, look after loved ones, and make informed decisions - today and for generations to come.

  • Protect your wealth and pass it on exactly how you choose
  • Simple, friendly advice that doesn't leave you feeling confused
  • Give loved ones security with a clear, future-proof plan
  • Work with Leeds specialists who guide you every step of the way
A team you can trust
Office Contact Form - Leeds

Finding inheritance planners in Leeds

We’re easy to find for clients across West Yorkshire. If you're ready to talk about your future, come in for a chat. We’ll sit down, listen to your goals, and start planning your next steps together.

Find our Leeds office at: Mayesbrook House, Lawnswood Business Park, LS16 6QY.

Here to help you plan, prepare, and protect what’s important

Inheritance planning is about making sure your legacy reflects what matters most to you. At BHP Leeds, we work closely with individuals and families to develop tailored strategies that ensure your assets are passed on efficiently and in line with your wishes. Whether you have a complex estate or just want reassurance that your plans are in order, we’re here to help you take control.

Our inheritance planning services include:

  • Inheritance Tax (IHT) Planning: Minimising liabilities through smart use of reliefs, exemptions, and asset structures
  • Gifting Strategies: Including lifetime gifting, trust structures, and family investment companies
  • Trust Advice & Setup: Helping you protect assets and manage them tax-efficiently
  • Estate Planning: Ensuring your assets are distributed according to your intentions
  • Succession Planning: Making sure your business transitions smoothly to the next generation
  • Wills & Powers of Attorney: Working alongside your legal advisers to ensure everything aligns
  • Charitable Giving: Structuring donations to maximise their impact and tax effectiveness

We work with a wide range of clients – from individuals with growing estates, to business owners wanting to plan for succession, to families navigating generational wealth. We understand that no two situations are the same, which is why we take the time to understand the full picture before giving advice.

Planning ahead doesn’t just reduce future tax bills, it also brings peace of mind to you and those around you. Our role is to make the complex simple, guiding you through the options and giving you the confidence to make decisions that feel right for your future.

Hear what our clients say

Sports Shoes

BHP have been first class. They have managed to combine a local, hands-on approach with the scale and expertise of a top firm. The transition process has been very smooth. We were with our previous accountants for well over a decade so there was some trepidation about moving such a key partnership. I can only say that the team at BHP have made it virtually seamless - they have been sensitive to our concerns and attentive to our requirements.

Introducing our team of inheritance planners

Working with our Leeds inheritance planners

We know inheritance planning can feel like an emotional topic – it’s about more than money. That’s why our team takes a calm, sensitive, and clear approach, combining our expert knowledge with genuine care for our clients and their families.

Everything starts with a conversation. We’ll take the time to understand your goals, values, and financial situation before making any recommendations. From there, we work together to build a personalised plan that protects your wealth, supports your family, and gives you confidence about the future.

Our process is collaborative and hands-on. You’ll have direct access to senior advisors who will stay with you throughout, helping you adapt your plans as life changes.

We also regularly work alongside your other professional advisers – including solicitors, financial planners, and investment managers – to ensure everything works together seamlessly.

What can you expect from us? Honest advice, proactive thinking, and a team that genuinely cares about helping you achieve the best outcome. Whether you’re looking to start the conversation or revisit existing arrangements, we’re ready to help.

Let’s make a plan that works for you and the people you care about. Speak to our Leeds inheritance planning team today.

Related Services

Audits & Assurance Leeds

At BHP Leeds, our exceptional team works hard to deliver audits and assurance advice that help you understand your business better, spot opportunities, and stay ahead of risk.

2 men in suits pointing to something on a tablet, with laptop and clipboard resting on the desk Learn more
Financial Planning Leeds

Your goals deserve more than guesswork. Our Leeds-based financial planners are here to help you make smart, informed decisions, from building your wealth to protecting it for the next generation.

woman in green top looking at laptop and writing down financial details onto paper Learn more
Property Accountancy Leeds

Expert property accountancy support for landlords, developers, investors, and construction businesses in Leeds and across West Yorkshire – delivered with a personal touch by the specialists at BHP.

man in background writing on clipboard with stack of books with a model house on top Learn more
Tax Accountants Leeds

Whether it’s personal planning or business strategy, tax touches everything. At BHP Leeds, our expert tax accountants help you get ahead of it.

woman in white shirt standing over work desk writing on a document Learn more

Related articles and insights

Footer Popup Newsletter Sign Up