Expert UK Inheritance Tax Planning Advisory Services

Plan ahead with UK Inheritance Tax guidance designed for families, NRIs, OCIs, and cross-border asset owners who want clarity before decisions become urgent. VJM Global helps you understand exposure, organise records, review tax-efficient options, and coordinate practical next steps around HMRC rules, UK residence considerations, and overseas assets.

Inheritance tax advisor reviewing estate documents

Our Inheritance Tax Planning Services

Structured advisory support for inheritance tax exposure, cross-border assets, records, and practical estate planning decisions.

IHT Exposure Review

We assess available financial details, estate composition, residence indicators, and UK tax considerations to help identify potential Inheritance Tax exposure and the records needed for informed planning.

Cross-Border Advisory

For NRIs, OCIs, and families with UK and overseas assets, we help evaluate cross-border tax issues and coordinate practical guidance around documentation, reporting, and asset ownership.

Documentation Support

Our team helps organise financial statements, asset schedules, ownership records, and supporting documents so your inheritance tax planning discussions are clearer, faster, and better prepared.

Advisor explaining inheritance tax planning steps

Our Structured Advisory Process

Understand Your Estate Position

We begin with a focused consultation to understand your UK connections, family objectives, property interests, investments, business assets, and any overseas holdings that may influence Inheritance Tax planning.

Review Documents And Tax Exposure

Develop Practical Planning Options

Support Implementation And Follow-Up

Trusted Globally

Client Confidence

Supporting international clients with tax, accounting, advisory, compliance, and financial clarity across complex markets.

"I hired VJM Associates and now I can completely focus on my business because I know there's someone who is managing my accounts properly. Their team (including Khushboo and Jayant) are super supportive and friendly. I highly recommend VJM Associates. Give them a try! You won't be disappointed"

Mr. Vikrant Shaurya
Mr. Vikrant Shaurya

"The dedication and commitment of VJM Team is par excellence. The team has handled the entire GST refund claim filing process very professionally within their immense experience and expertise. Coupled with complete attention to detail at every stage and rigorous follow ups, VJM Team has supporrted us through the GST..."

Mr. Sumit Rajani

"We are Repaibays Experts LLP. We are a new company and have just started our business in the field of AC charger installation. We have retained M/S VJM & Associates LLP; Chartered Accountants as CA for our company. They have a fairly large sized office and team and the whole..."

Mr. Rajesh Singh
Mr. Rajesh Singh

"We have been clients of VJM associates for a few years now and have built up a great relationship with them. They are very professional but approachable and always willing to listen and provide valuable advice when needed. Their knowledge of financial and accounting matters is exceptional, and I really..."

Mr. Anuj Jain

"VJM team is a thoroughly professional chartered accountants equipped with all resources and with deep understanding of GST and other contemporary arenas of corporate consultancy. Have interacted with them for various tax and corporate law related matters and found the interaction quite useful."

Mr. Pawan Ladha
Mr. Pawan Ladha

"Very professional approach from VJM Team, they got associated with us late in the financial year but were able to conduct an in depth audit and highlight the areas to be addressed within a short span of time. What gives us confidence is that they are available for consultation on..."

Mr. Shobit Bhatnagar
Mr. Shobit Bhatnagar

"We give full credit to VJM for streamlining our company's GST compliance. Their dedicated team of learned professionals have a focussed approach & exceptional clarity when it comes to any questions pertaining to GST. I can say, without their support, it would not have been possible for us to sail..."

Mr. Siddharth Gupta
Mr. Siddharth Gupta

"I hired VJM Associates and now I can completely focus on my business because I know there's someone who is managing my accounts properly. Their team (including Khushboo and Jayant) are super supportive and friendly. I highly recommend VJM Associates. Give them a try! You won't be disappointed"

Mr. Vikrant Shaurya
Mr. Vikrant Shaurya

"The dedication and commitment of VJM Team is par excellence. The team has handled the entire GST refund claim filing process very professionally within their immense experience and expertise. Coupled with complete attention to detail at every stage and rigorous follow ups, VJM Team has supporrted us through the GST..."

Mr. Sumit Rajani

"We are Repaibays Experts LLP. We are a new company and have just started our business in the field of AC charger installation. We have retained M/S VJM & Associates LLP; Chartered Accountants as CA for our company. They have a fairly large sized office and team and the whole..."

Mr. Rajesh Singh
Mr. Rajesh Singh

"We have been clients of VJM associates for a few years now and have built up a great relationship with them. They are very professional but approachable and always willing to listen and provide valuable advice when needed. Their knowledge of financial and accounting matters is exceptional, and I really..."

Mr. Anuj Jain

"VJM team is a thoroughly professional chartered accountants equipped with all resources and with deep understanding of GST and other contemporary arenas of corporate consultancy. Have interacted with them for various tax and corporate law related matters and found the interaction quite useful."

Mr. Pawan Ladha
Mr. Pawan Ladha

"Very professional approach from VJM Team, they got associated with us late in the financial year but were able to conduct an in depth audit and highlight the areas to be addressed within a short span of time. What gives us confidence is that they are available for consultation on..."

Mr. Shobit Bhatnagar
Mr. Shobit Bhatnagar

"We give full credit to VJM for streamlining our company's GST compliance. Their dedicated team of learned professionals have a focussed approach & exceptional clarity when it comes to any questions pertaining to GST. I can say, without their support, it would not have been possible for us to sail..."

Mr. Siddharth Gupta
Mr. Siddharth Gupta

"I hired VJM Associates and now I can completely focus on my business because I know there's someone who is managing my accounts properly. Their team (including Khushboo and Jayant) are super supportive and friendly. I highly recommend VJM Associates. Give them a try! You won't be disappointed"

Mr. Vikrant Shaurya
Mr. Vikrant Shaurya

"The dedication and commitment of VJM Team is par excellence. The team has handled the entire GST refund claim filing process very professionally within their immense experience and expertise. Coupled with complete attention to detail at every stage and rigorous follow ups, VJM Team has supporrted us through the GST..."

Mr. Sumit Rajani

"We are Repaibays Experts LLP. We are a new company and have just started our business in the field of AC charger installation. We have retained M/S VJM & Associates LLP; Chartered Accountants as CA for our company. They have a fairly large sized office and team and the whole..."

Mr. Rajesh Singh
Mr. Rajesh Singh

"We have been clients of VJM associates for a few years now and have built up a great relationship with them. They are very professional but approachable and always willing to listen and provide valuable advice when needed. Their knowledge of financial and accounting matters is exceptional, and I really..."

Mr. Anuj Jain

"VJM team is a thoroughly professional chartered accountants equipped with all resources and with deep understanding of GST and other contemporary arenas of corporate consultancy. Have interacted with them for various tax and corporate law related matters and found the interaction quite useful."

Mr. Pawan Ladha
Mr. Pawan Ladha

"Very professional approach from VJM Team, they got associated with us late in the financial year but were able to conduct an in depth audit and highlight the areas to be addressed within a short span of time. What gives us confidence is that they are available for consultation on..."

Mr. Shobit Bhatnagar
Mr. Shobit Bhatnagar

"We give full credit to VJM for streamlining our company's GST compliance. Their dedicated team of learned professionals have a focussed approach & exceptional clarity when it comes to any questions pertaining to GST. I can say, without their support, it would not have been possible for us to sail..."

Mr. Siddharth Gupta
Mr. Siddharth Gupta
The VJM Global Difference

Why Choose VJM Global?

Work with an experienced advisory team focused on clarity, compliance, and practical tax planning.

30+ Years

Decades of tax, audit, and advisory experience guide every inheritance planning discussion.

UK Experience

VJM Global has served 250+ UK businesses and understands UK-linked tax concerns.

Cross-Border

Specialist support for NRIs, OCIs, and families managing UK and overseas assets.

Dedicated Experts

A 100+ professional team provides secure, responsive, and personalised financial advisory support.

Meet The Advisory Team

Experienced tax professionals supporting complex financial decisions.

VJM Global is the business name of VJM & Associates LLP, a tax, audit, and advisory firm with more than 30 years of experience. The firm has grown into a comprehensive business solutions provider serving clients across the UK, USA, Australia, Europe, and India. For UK-connected families, NRIs, OCIs, and international asset owners, the team brings practical insight into tax compliance, financial reporting, documentation, and cross-border advisory needs. With 250+ UK businesses served and a strong foundation in chartered accountancy, VJM Global focuses on transparency, ethics, and professional guidance that helps clients make informed decisions with confidence.

30+ YearsExperience in tax, audit, and advisory services
95% RetentionClient retention rate across advisory and compliance services
100+ ProfessionalsAccounting and business setup specialists on the team

Frequently Asked Questions

Can an accountant advise on Inheritance Tax?

Yes, an accountant with relevant tax expertise can help review your estate position, estimate possible Inheritance Tax exposure, explain allowances and documentation needs, and identify planning considerations. For legal documents, wills, trusts, or regulated investment advice, your accountant may work alongside solicitors or authorised financial advisers so the tax, legal, and financial aspects are properly coordinated.

How do I get help with Inheritance Tax UK?

Who needs UK Inheritance Tax planning advice?

What documents are needed for an IHT review?

Can Inheritance Tax planning help with overseas assets?

Is Inheritance Tax planning only for very large estates?

How early should I start Inheritance Tax planning?

Does VJM Global provide ongoing tax support?

Still Have IHT Questions?

Speak with our advisory team for clear next steps.

Recognised Memberships

Awards and Recognition

EAI International membership logo

EAI International

Global network of independent accounting professionals

Assocham membership logo

Assocham Member

Indian industry chamber membership and recognition

PHD Chamber membership logo

PHD Chamber Member

Business chamber membership supporting advisory credibility

Plan Your Inheritance Tax Position With Confidence

Share your details and our advisory team will help you understand the documents, tax considerations, and next steps for a structured IHT review.

Contact Us Today

For immediate assistance, feel free to give us a direct call at +91 9213397070. You can also send us a quick email at info@vjmglobal.com.