Estate & Trust Planning

Estate & Trust Planning

An effective inheritance tax plan can ensure that your assets are transferred according to your
wishes in the most tax efficient manner.

With some careful planning and good advice, very significant reductions can be achieved in
inheritance tax. It is vital however to plan in good time in order to achieve the maximum reduction in tax. We can ensure that you follow the most tax efficient route in planning a tax strategy.

Trusts have historically played a significant role in estate planning. Although changes to tax rules have made trusts less attractive as the vehicle of choice for maintaining your family wealth, with the right support, they can still have a part to play in planning for your family’s financial future.

Our services include:

  • Meeting with you to obtain an understanding of your personal circumstances, including your concerns and whom you would like to inherit your estate on your death.
  • Producing a written report detailing setting out your vision and the most appropriate strategy to enable you to achieve your financial goals.
  • Advising on the use of trusts and other structures, and the designing of your will to ensure that your long-term wishes for succession are dealt with appropriately.
  • Regularly reviewing your succession plan to keep up with rule changes and ensure you and the trust get the maximum benefit from any relevant reliefs.

Helping trustees and executors fulfil their responsibilities.