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Services

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.

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