Estate Planning
For many people, estate planning is pushed to the bottom of the ‘do later’ list. It is a subject that requires you to contemplate your own demise and none of us expect to pass away tomorrow, so deferral easily sets in.
To quote Benjamin Franklin –
“Nothing in life is certain but death and taxes.”
How we can help
Calculating your IHT bill
Calculating the value of your estate and the potential IHT liability.
Organising your Will
Working with your solicitor to ensure your Will is up to date and reflects your wishes.
Tax implications
Advising on the various tax implications involved in lifetime gifts.
IHT investments
Advice on tax efficient investment to mitigate inheritance tax.
IHT Planning
Arranging Life insurance to help reduce or fund the potential IHT bill.
Lasting Power of Attorney
Guidance on the merits of establishing a Lasting Power of Attorney.
The Financial Conduct Authority does not regulate taxation and trust advice or will writing. Levels, bases and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.
Becoming A Client
If you are interested in our services, please get in touch and our team will help discuss how we can help you.