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Inheritance Tax and Estate Planning

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Passing your wealth on to future generations

Planning for end of life isn’t always easy. Families can be complex and having conversations about death are understandably difficult. Deciding who you want to leave your worldly goods to is a big decision. For this reason, some people avoid making a will. Making a will is the basis of estate & legacy planning. It’s simply laying out in legal terms what you want to happen when you are gone.

Alongside this, there are other aspects to consider. We will talk to you about planning for a time when you may not be as physically or mentally capable as you are today. As people advance in age, conversations often turn to what will happen if their health deteriorates and they need more help. We will talk to you about what you would like to happen in that situation so you can consider your options. We will handle these conversations sensitively but also with realism.

From a tax perspective, the final part of estate planning is looking at whether your estate is likely to be reduced because Inheritance Tax becomes due. We will assess your assets and calculate what your situation currently is. We will talk to you about ways to mitigate, reduce or insure any tax due. This often means using trusts to protect not only your assets but more importantly the future of your beneficiaries. We have a range of solutions available and will work with you to find the right ones for you.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Wills and Trusts are not regulated by the Financial Conduct Authority.
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WE’RE WITH YOU EVERY STEP OF THE WAY

They say, ‘money makes the world go round’. We prefer to say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

It’s our goal to help you build you a financially secure future.

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40+
YEARS OF FINANCIAL EXPERTISE

We’re financial advisers with a difference.

With over 40 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.

We help to create the financial confidence, you create the memories.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Inheritance Tax

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Retirement Planning

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Protection Planning

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Investment Planning

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Mortgage Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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