Estate Planning & Trusts
The number of estates paying inheritance tax is increasing. The good news is that we can help you plan to minimise or avoid altogether potential charges to inheritance tax. We take time and care to understand you and your family’s wishes and aspirations. We offer advice that is specifically tailored to you. We understand the importance of assets protection and will provide practical guidance as to how to ensure your legacies are enjoyed by the beneficiaries you choose.
When a loved one dies, dealing with their estate is just one of the things you may have to deal with. We can assist you with all matters relating to their estate, whatever the size. We guide you through every step to ensure that the estates affairs are brought up to date and settled appropriately.
If required, we can offer guidance on minimising or avoiding inheritance tax post death.
Effective inheritance tax and estate planning can often be achieved through the effective use of trusts. Trusts can be used to protect family wealth from inheritance tax charges and unintended beneficiaries. We offer personal advice and guidance on how trusts can be used to help protect your family wealth and provide security for future generations.