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Estate Planning
- Tax planning advice on creation of your will
- Reviewing existing wills for tax efficiency
- Strategies for family businesses
- Interaction with Capital Gains Tax
- Arranging life assurance for potential Inheritance Tax liabilities
With a wealth of experience in Inheritance Tax planning we can help you to ensure that the maximum amount of your estate will pass to benefit your beneficiaries. Early planning is essential if you are to ensure that your estate passes in accordance with your wishes and maximise your opportunities to save unnecessary tax charges on your estate.
We work with our clients on an individual basis to build a clear picture of their assets, their beneficiaries and their personal plans for the future. From this we are able to offer realistic, strategic advice that will make the most of your current position without compromising your future. It is important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.
Whether you are aiming for simplicity and require a quick review of your current will, or have a large complex estate and family business which require careful considered planning, we will offer you the advice and guidance that you need to give you peace of mind in this important area.
Where transactions are complicated by the interaction of two different taxes, or by non-domiciliary issues, our expert team can offer invaluable advice.
For larger estates, family businesses and agricultural operations we can provide a full tax planning report to give clear guidance through the complexities of the interacting legislation and the options available to you. Tax may not be the only guiding factor in your decision, but we find that this approach enables our clients to make sense of their options and make well-founded choices going forward.
