Inheritance Tax & Estate Planning

If you want to be sure your lifetime's wealth can be enjoyed by your family and chosen beneficiaries, then inheritance tax planning is essential. The first step is to understand the true value of your Estate. We can assist you in this and help you understand what needs to be taken into consideration and what is exempt.

If you want to be sure your lifetime’s wealth can be enjoyed by your family and chosen beneficiaries, then inheritance tax planning is essential. The first step is to understand the true value of your Estate. We can assist you in this and help you understand what needs to be taken into consideration and what is exempt.

You may be concerned about the potential tax liability that may arise when these assets are passed on to family members and the information available can lead to confusion. Our aim is to remove this confusion and explain your potential liability in simple terms and provide you with a range of solutions to mitigate this risk.

Depending on your personal circumstances we consider a range of solutions for reducing the potential tax liability when your estate is passed to those you wish to inherit from you. These options could include:

• Will planning and Power of Attorney
• Life cover to protect the potential tax liability
• Lifetime gifts
• The use of trust and lump sum estate planning arrangements

By reviewing any Will provision, you may have in place, the level of assets owned and your family circumstances we can provide appropriate advice and put in place suitable solutions.

A further aspect of estate planning will often be when you have received an inheritance, whether expected or not it is vital to understand how these additional assets can assist and enhance your situation.

If you have any questions, please contact us or ask your question via our enquiry form and a member of our team will contact you as required.

* Some aspects of Inheritance Tax Planning are not regulated by the Financial Conduct Authority (FCA)