Estate Planning

looking after your family...

Few of us like to think about dying; however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. 

Trusts

A very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can ensure that you get the best possible advise on the most suitable type of trust to fulfil your needs.

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