Inheritance Tax & Estate Planning

Inheritance Tax was once considered a tax on the truly wealthy, but it now affects more families than ever before.

Like most people, you will probably want to pass on your wealth to the next generation. Your lifetimes’ worth of assets and savings can be protected, legally avoiding the ravages of tax, long term care costs, or divorce.

We have the expertise to help you in this area. We’ll explain how you can take full advantage of the legitimate ways to potentially mitigate your tax liabilities.
Inheritance and estate planning can be complex but we’ll work with you to create a financial plan that performs best for you so that your family’s future is as secure as possible.

Wills and trusts are an important part of estate planning. We can liaise with your legal representative or recommend specialist legal advisers.

If this is an area of your finances that is of interest to you, please get in touch.

Want a tailored solution to suit your needs?