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Estate & Inheritance Tax Planning

Inheritance tax is paid on the value of your estate when you die. You estate consists of everything you own, from you home, possessions, savings and investments.

The potential impact of inheritance tax is becoming an increasing concern to more and more people. This is due to the trend of rising house prices and wealth being passed down from one generation to the net.

Those who wish to preserve the maximum value for their children or other beneficiaries would benefit from working with us to identify their potential inheritance tax liability and put in place solutions to minimise or remove this liability on death.

As independent financial planners we have access to solutions that are not usually available to solicitors.

We work closely with your existing legal advisers to establish trusts and other planning solutions that could minimise your beneficiaries’ inheritance tax bill.

Our estate planning advisers are very experienced in this area and hold additional Taxation and Trusts qualifications.