Inheritance Tax and EstateÂ
Planning
How we can help you
Estate planning isn’t just about passing on your wealth when you die. It’s also about making sure you have enough to live on now, protecting your wealth for future generations, and making sure your assets are shared according to your wishes. Our advisers will put in place a plan to make sure more of your money is passed on to your loved ones.
Additional Service information
As well as bringing you peace of mind, proper estate planning can save a vast amount of tax. Planning early helps ensure that most of your money goes to those you really want to benefit in future. Our qualified advisers will help to guide you through the process, answering key questions such as:
- How much money do you need in your lifetime?
- Can you help out your family now?
- Should I set up a trust?
- Should I set up a Lasting Power of Attorney?
- Why is it important to have an up to date Will?
Inheritance Tax Planning Guide
Please read our Guide to Inheritance Tax Panning, giving more information on how we can help you to build a tax efficient plan for the future.
Talk to a local expert
Ready to get more information on your Inheritance Tax and estate plans? We have qualified advisers throughout the UK. One of our team can help talk it through with you and provide you with more detail around how we can help you pass on more wealth tax efficiently to those you care about. Please contact us today.
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