Estate Planning - Inheritance Tax

You may have worked hard and paid taxes all your working life to build up your family wealth only to face an Inheritance Tax charge of 40%. We can advise you on the best way to protect and safeguard your assets, mitigate tax and make the best provision for your family.

By working closely with you we will be able to understand your aims and objectives. We will carry out a review of your financial and family circumstances and produce a plan that is tailored to your circumstances and meets your current and future needs. Through careful planning we will suggest ways to mitigate your potential tax liability. We can advise on gifting and the use of Lifetime Trusts and Will Trusts and also making the most of reliefs and allowances available to you. Our objective is by careful planning to minimise your exposure to Inheritance Tax and maximise your family wealth.