Estate Planning

Inheritance tax (IHT) is one of life’s unpleasant facts that we should all consider so that we protect our dependents and avoid losing unnecessary funds to the government. Through simple IHT and Estate Planning advice from our experts you could potentially pay less tax on your estate and save you and your loved ones thousands of pounds.

The structure of the inheritance tax legislation requires you to plan well in advance and because one never knows when the worst may happen, it is never too early to make the necessary provisions. In fact the earlier you consider your inheritance tax position, the greater the opportunity for minimising the tax payable, thereby maximising the amount that goes to your beneficiaries.

There is a fine balance to be maintained between having sufficient assets to ensure that you sustain a comfortable standard of living and organising the passing of your estate to loved ones. Striking this balance calls for an understanding of what you want to achieve and a detailed knowledge of the tax regime.

We provide a personal estate planning service that includes:

• Help with drawing up and reviewing your will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Transferring assets into trust

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

Integrated with Accomplish CMS