Inheritance Tax Planning
More and more people are finding the value of their estate is in excess of the nil rate band, in particular due to rising house prices over the years.
Tax planning is an important part of financial planning, and you may wish to prepare a tax efficient strategy to help your loved ones when you're gone. By making plans now to meet any tax obligations, you'll help your beneficiaries make the most of the assets you leave them.
We can help you review or implement suitable Wills, make sure assets are held correctly, and advise on and arrange suitable Trusts.