Inheritance tax is often called a “voluntary tax”. Do you want to give your family or the taxman up to 40% of your estate? Forethought and early planning is vital when making preparations for the future of your estate upon your death.
We can…
- Provide a discreet estate planning service to review your entire estate and its current situation
- Review your will and work with your legal team to ensure maximum tax efficiency
- Advise on agricultural and business property relief
- Optimise lifetime transfers between spouses
- Make full use of exemptions and lower tax rates on lifetime transfers
- Evaluate the benefits of transferring assets into trust
