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.
Advising on the various tax implications involved in lifetime gifts.
Advice on tax efficient investment to reduce inheritance tax.
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.
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.