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Estate & Inheritance Tax Planning

Being able to pass on your wealth to your loved ones is the ideal for many people, but it can be a challenging area to navigate. It’s common to think that estate planning is simply to do with tax, but that’s only one part of the equation. We look at the wider picture to ensure your family assets are protected in the long-term and passed to the right people on your death.

Managing your legacy is an important part of passing as much of your wealth on to the next generation as possible. Reducing the amount of Inheritance Tax payable on your estate is just one aspect of estate planning. The primary focus should be to ensure that the people you want to benefit from your wealth, do so.

An effective estate planning strategy will usually comprise several elements, such as making outright gifts to individuals and trusts, taking out life insurance to pay the liability and making use of allowances and exemptions. The starting point for any estate planning strategy is a well-drafted will.

Making the right plans today means thinking about tomorrow. Would you like to leave your grandchildren a substantial inheritance? Maybe you’re worried that your children will miss out on what is theirs due to separation or divorce? Our estate planning service helps to protect your assets for future generations in the way that you want – so that more of your money goes to the people who matter.

Giving the gift of financial security is a great thing. We’ll help you make the right choices now that will allow you to leave a valuable legacy for generations to come.


The Financial Conduct Authority does not regulate Will writing or taxation advice.