Estate Planning
Preserve your wealth &
minimise Inheritance Tax
After a lifetime of building your personal assets, you undoubtedly want your estate to benefit your chosen heirs, not be significantly reduced by Inheritance Tax (IHT) liability. Many clients are surprised to discover that up to 40% of their estate can be claimed by the Taxman. With rising property values and stagnant IHT thresholds, more estates are falling into the Taxman’s reach, making effective estate planning crucial.
Wills and estate planning can help you minimise taxes and ensure that as much of your wealth as possible is passed on to your heirs. Proactive planning is essential and can include strategies such as making lifetime gifts, utilising trusts and estates and managing the transfer of agricultural and business properties. In addition, drafting a will and arranging the appropriate life insurance cover can further mitigate IHT impacts.
We provide comprehensive estate planning and administration services to help you manage and reduce your IHT liability. Our expertise includes estate succession, business exit strategies, will drafting and, when needed, acting as trustees or executors. With a focus on estate planning asset protection, we are dedicated to ensuring your wealth is preserved for future generations.
