Naturally you'll want to know that your loved ones can benefit from your wealth when you're no longer around. With a bit of careful planning, you can ensure their future is financially secure and your business interests taken care of.
When it comes to Inheritance Tax and Estate Planning, our experienced team is really knowledgeable and will talk you through all the options in clear and simple terms. Then they'll help you put everything in place so you have complete peace of mind.
What you leave behind matters, so our service will support you:
In simple terms
It sounds complicated but Estate Planning is really just about deciding how you'd like your estate to be managed during your lifetime - and then how it should be handled after your death.
As well as choosing who should benefit from your estate, it might mean thinking about who can make decisions if you're unable to, or deciding who will administer probate.
We see it as our job to help you pass on as much wealth as possible and protect the value of your estate through intelligent and innovative planning.
Our approach
We'll work closely with you to understand your financial situation. Once we've got the full picture, then we can decide how best to protect your wealth.
As well as making sure your will is up to date, our team will be able to advise you on succession planning, how to manage the cost of care fees and the best way to set up trusts for your family members or a charitable organisation.
Although Inheritance Tax and Estate Planning can be complicated, we'll simplify everything as much as we can, so you can understand your options and plan a robust strategy.
