Estate Planning

Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly. 

  • Plan for the processing of your legal, financial and personal tax affairs after you’ve died
  • Make the most of your assets now, retain access and potentially avoid that unwanted IHT tax bill.
  • Advice on how to consider and assess all of your assets for inheritance tax purposes
  • Protect your loved ones once you are gone, with a clear and well thought-out plan in place
  • Create trusts for family giving you peace of mind the money passes to future generations with your wishes in mind
  • Help review the effect of long term care and the impact this has on your estate and strategies to help plan for this
The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
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Make the most of your money: start your financial planning today.