We work with you to preserve wealth for future generations. This is important to many of our clients and we can provide extensive Inheritance Tax (IHT) planning solutions that cater for their needs and circumstances.
Effective estate planning often requires balancing access to capital during your lifetime with the desire to pass assets on tax‑efficiently. We help you understand the options and trade‑offs.
Individuals and families whose estates may be subject to Inheritance Tax, or who wish to make gifts to children and grandchildren in a structured way.
We review your current position, explain the main IHT allowances and exemptions and consider the use of lifetime gifting, trusts and other planning tools where appropriate.
Making use of the Nil Rate Band, Residence Nil Rate Band and annual gifting allowances where appropriate to reduce potential IHT.
Considering gifts, trusts and other structures that can help pass wealth to future generations while managing control and access.
Ensuring your estate planning is co‑ordinated with your wills, powers of attorney and overall financial plan.
Estate planning is a complex area and the value of any tax benefits depends on your personal circumstances and may change in the future. The Financial Conduct Authority does not regulate tax or estate planning.
Visit our dedicated contact page to send an enquiry and an adviser will be in touch directly to discuss how we can help you achieve your goals.
