Estate planning
In the past, inheritance tax was something that only affected the very well off, but now with the soaring value of even relatively modest estates, most people need to think carefully about the consequences of not make adequate provision for dependants. Without this the taxman can soon relieve you of up to forty per cent of your estate.
We provide clients with long term planning strategies to mitigate any liability. The use of lifetime gifts and appropriate use of trusts can help maintain your hard earned estate for those you leave behind.
This planning needs to be done in conjunction with writing an appropriate will - we can help you with this and often serve as trustees or executors to our clients where this is appropriate.