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Inheritance Tax & Estate Planning

Finding the best legitimate options to safeguard your estate so that it is not taxed unnecessarily and is received safely in the hands of the intended beneficiaries may be achieved through careful Inheritance Tax Planning.

Whilst it is important to plan ahead and to make sure your hard-earned assets do not go to the Government in Inheritance Tax when you die, you should also set out clearly in advance who should get what from your estate allowing you to make sure your children, grandchildren and other proposed beneficiaries are looked after when you die.

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Inheritance Tax (IHT) is a major concern as more and more estates fall within the IHT threshold.

Effective tax planning is essential to avoid leaving a substantial tax liability at death, thereby substantially reducing the value of the estate passing on to beneficiaries.

We can help you with Inheritance Tax Planning

Within your financial plan we will assess how we can minimise your tax liability and maximize what you can pass on.

Our Advisers will discuss with you all those areas where we can help you safeguard your dependants and protect against unexpected bereavement. We can advise you on reducing your inheritance tax liability, making a tax-efficient will, and providing a tax-free cash lump sum for your dependants in the event of your death.

We can also advise you on wider family protection needs, from life assurance to healthcare cover.

Life is unpredictable, it can be exciting, it can be daunting, but whatever happens, we will work with you to make sure your family’s future needs are secured. With careful planning we can safeguard your family finances, no matter what the future holds.

For effective estate protection and inheritance planning considerations these are the areas to consider:

  • Preserving your family’s wealth
  • Wills
  • Effects and minimization of estate duty
  • Effects of capital gains tax
  • Trusts
  • Personal assets
  • Business Assets

We specialise in the following Inheritance Tax areas:

  • Discounted Gift Trusts
  • Whole of Life Assurance
  • Trusts