As well as helping our clients to build their wealth, we also believe it is important to protect this for future generations, against care costs, divorce, bankruptcy and taxation.
Together with our professional networks, we advise our clients on a range of estate planning matters, helping to put in place solutions to protect homes, family businesses and investments.
Good estate planning begins with making a will, which we can arrange for you, so that you can be sure that your estate is shared out exactly as you want it to be. Beyond this we advise on trust planning, lifetime transfers and inheritance tax matters.
Inheritance tax is perhaps not quite the voluntary tax it was once was; however, careful planning to ensure you take advantage of all the allowances and reliefs available can save significant amounts of tax.
We offer a common sense approach, based on the understanding that estate planning is not solely about tax, helping to ensure that the solutions we recommend give you the flexibility to meet your own financial needs and avoid giving away too much too soon.
The Financial Conduct Authority does not regulate estate planning, tax or trust advice.