Estate Planning

What happens when you are no longer here?

Will your family and loved ones receive the care and support they need? Will the causes close to your heart still benefit from your generosity? A little time spent arranging your estate in the most effective manner could make all the difference to the ones you leave behind.

We provide careful and sympathetic planning so you can look to the future with the certainty of knowing your estate will be distributed according to your wishes and that any inheritance tax liabilities are minimised or mitigated – leaving more for the people and things you care most about.

Tax advice

Estate planning can be a complicated matter. We will ensure your estate is arranged in the most tax-efficient manner and ensure you have made use of inter-spouse transfers and any other exemptions available to you to minimise or mitigate inheritance tax

Wills

Without a valid will, your estate may not be distributed in the manner you would wish and the process can be slow and bureaucratic. We will help you arrange a will that makes your wishes clear so those you love will be taken care of.

Trusts

With careful planning, trusts are a great way for you to support family and loved ones in the future without losing control of your assets. We will take time to understand your wishes and make the arrangements that allow you to provide for others in an easy and effective way.

Life assurance

Inheritance tax (‘IHT’) applies to gifts you make to others during your lifetime. We can help mitigate the impact of this tax on your estate by arranging life assurance policies to cover the tax your gifts attract.