It is vital to make advance arrangements to account for the future of your estate upon your death.
We can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.
Our estate planning service will help you to consider a tax efficient Will; make full use of IHT reliefs and any exemptions on lifetime transfers; Nil Rate Band; Spouse exemption including the transferable nil rate band and Residential Nil Rate Band; and transfer agricultural or business property.
We can also advise on the use of Trusts, and their ongoing taxes in regard to how these can be efficient for IHT as well as for the protection of assets during lifetimes and on death.
Please get in touch for more information.