Estate Planning

Inheritance Tax can cost your nearest and dearest a small fortune, in some circumstances almost half your estate will go to HM Revenue and Customs. Inheritance Tax planning is therefore vitally important, as with the right planning, it is possible to minimise this tax burden significantly.

With today’s increasing property prices and no immediate plan to increase the limit at which your Estate is liable to Inheritance Tax, it is even more important to plan for the future as more and more of us fall into the taxable bracket.

There are numerous ways to reduce the potential Inheritance tax liability on your estate, but all require careful planning and usually over a long period.

Our service aims to assist you with estate planning, succession planning and business exit strategies.

We can also provide guidance with the drafting or updating of your will, and where appropriate, act as trustees or executors.

Contact us today for a free no obligation chat