Estate Planning

For many people, estate planning is pushed to the bottom of the ‘do later’ list. It is a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in.

To quote Benjamin Franklin –

“Nothing in life is certain but death and taxes.”

How we can help

Calculating your IHT bill

Calculating the value of your estate and the potential IHT liability.

Organising your Will

Working with your solicitor to ensure your Will is up to date and reflects your wishes.

Tax implications

Advising on the various tax implications involved in lifetime gifts.

IHT investments

Advice on tax efficient investment to mitigate inheritance tax.

IHT Planning

Arranging Life insurance to help reduce or fund the potential IHT bill.

Lasting Power of Attorney

Guidance on the merits of establishing a Lasting Power of Attorney.

The Financial Conduct Authority does not regulate taxation and trust advice or will writing. Levels, bases and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

Becoming A Client

If you are interested in our services, please get in touch and our team will help discuss how we can help you.

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