Estate Planning

Estate planning (sometimes known as Inheritance Tax Planning) is just making sure that your money, property and possessions end up in the hands of the people you love when you die. The problem is that it is not always as simple as it sounds. It is a complex area and one in which mistakes can easily be made. For this reason, it is important to seek independent financial advice before you make a start.

Mitigating Inheritance Tax is usually the main objective, but effective estate planning must also protect your interests while you remain alive, as well as the interests of vulnerable members of the family who may be left behind.

Your planning may involve gifts, various types of trust, repositioning your investments, and insurances. However, all this is underpinned by your Will. We do not write wills – we believe in sticking to what we do best - but we can put you in touch with one of our professional contacts if you wish. Its all part of the service we offer.

We have nearly 20 years experience in helping our clients save Inheritance Tax and become comfortable with all aspects of their Estate Planning. It is quite true to say that we will take enormous pleasure in putting your money in the hands of your beneficiaries rather than in the hands of the Chancellor!

Contact us to arrange an introductory meeting ...

... and begin the process of keeping your money within your family.

The FCA does not regulate some forms of Inheritance Tax Planning.