Estate and Inheritance Tax Planning

Forethought and planning is crucial for the future ownership of your estate upon your death and early planning may enable you to take full advantage of tax opportunities that are available and as a result, maximise the amount that is passed to your beneficiaries.

Our discreet estate planning service includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Don’t leave it too late! To discuss how we can enable you to preserve as much wealth as possible for your future beneficiaries, please contact us today.