Inheritance Tax

Careful planning is required to help you and your family do all you can to protect your wealth for future generations. Our estate planning services includes:

• Understanding your long term aspirations to include reviewing existing wills
• Assisting your solicitor in ensuring that the will is suitably drafted
• Making full use of exemptions and lower tax rates on lifetime transfers
• Consideration of the use of trusts where appropriate
• Making full use of business or agricultural property reliefs
• Consideration of the use of life assurance to cover any liabilities