Estate Planning

Planning for the familyís financial security

Considering your own mortality is never high on the agenda but making adequate provision for the family and friends that we leave behind should always be considered.

After spending a lifetime working to build financial security for you and the family, losing 40% of your wealth to Inheritance Tax is often seen as an unfair tax on income tax has already been taxed.

Inheritance Tax planning should always be carried out on a bespoke basis depending on the individualís asset base, but never forgetting to ensure that you make adequate provision for you and your spouse to live the life you desire in later years.

To help protect your assets, our discreet Inheritance Tax planning service includes:-

  • Making full use of the allowances and exemptions available to you;
  • Optimising lifetime transfers to spouses;
  • Reviewing the status of agricultural or business property;
  • The use of UK trusts;
  • The use of offshore trusts for non-UK domiciled individuals to create excluded property;
  • Assistance with the drafting of Wills.

Due to Inheritance Tax planning being a sensitive area for most people, ensuring adequate measures are in place is often left until it is too late to make effective plans. We therefore strongly recommend that you commence your estate planning as soon as possible and contact us for a preliminary review of your position.

Next Step:

Please contact us if you need further advice.