Estate planning lets you pass on more of your hard-earned money to those you care about rather than the taxman. You can do this by reducing the amount of your estate that will be taken into consideration when your Inheritance Tax bill is calculated. Our specialist advisers can help you make sense of this complicated matter.
We can also help ensure your Will reflects your wishes, and is written in a way that will take into consideration inheritance tax mitigation. We oversee powers of attorney and trust implementation, and would work with your lawyers to update and manage this process on an annual basis.
Taxation Advice, Will writing and Trust Planning are not regulated by the Financial Conduct Authority