Estate planning

Leaving as much as possible

When you die, the last thing you want is for the money you’ve worked so hard for over your lifetime to be eaten up by inheritance tax.

Making sure your loved ones are left with as much as possible is a priority for most, so by planning well in advance, you can minimise the amount of inheritance tax your estate is charged.

We can help you to plan accordingly, and after you’re gone, we can process the inheritance tax as well.

If you think you’re likely to be hit hard by inheritance tax, we can help to make sure the tax liability on what you leave your beneficiaries is no more than it should be. Our support can help your estate be as tax efficient as possible while staying in line with the relevant rules.

We will help you explore the benefits and implications of making use of tax-free gifts from your capital or income while you’re still here. We can also advise on the use of trusts for any money and assets you wish to leave, as well as explain your tax position if you decide to leave a legacy to charity.

We’re happy to help, so get in touch to discuss estate planning.

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