Estate Planning is the process of arranging your affairs whilst still alive, in anticipation of how your assets will be passed on (and taxed) after your death.
This is a perfect example of “Designing Your Future in Advance” ®
Many will argue that Inheritance Tax (the tax, up to 40% which is payable on your estate after allowances and the nil rate band) is a voluntary tax. If planned and organised in advance, Inheritance Tax can be mitigated significantly and removed from your list of concerns.
Our advisers will work with you, using some (or all) of the following strategies to help reduce the value of your estate during your lifetime:
- Inheritance Tax allowances
- Gifts out of income
- Family Investment Companies
As a firm, we are associate members of STEP, The Society of Trust and Estate Practitioners. We are happy to collaborate with your existing advisors or we can introduce you to one of our trusted professional partners.
For more information please contact us.
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.