Estate Planning

Having the ability to pass on your estate after death with little to no inheritance tax often comes down to careful planning during your lifetime and is something which our clients often feel strongly about.

We specialise in advising and guiding our clients to make sure they are fully aware of the allowances available to them and pro-actively seeking to reduce the tax payable on their estates after death.

 Mitigation of Inheritance Tax can be as simple as using the annual gifting allowances, to arranging trusts, or investing into specialist products which qualify for inheritance tax reliefs.

In our experience having a long-term plan to inheritance tax planning is the key – and having the ability to change these plans when needed, for example if future legislation changes, or if clients wish to access their funds at a later date.

Quite often our clients feel like they have paid taxes all of their working lives, so the thought of losing up to 40% of their estate upon death is not something they wish to pass onto their children.

If you would like to start planning to pass on a tax efficient legacy to your loved ones, please get in touch.