Estate Planning

Eliminate uncertainties

Estate Planning attempts to eliminate uncertainties over the administration of probate by writing a will and maximising the net value of the estate by reducing taxes where possible.

We can offer advice on inheritance tax mitigation including:

gifting
trust structures
insurance policies
efficient use of allowances
investments in business property relief (BPR) qualifying companies
family investment companies
drawing up an effective will

Some useful resources

Get clarity, gain confidence, and stay in control of your financial plan.

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The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.