Estate Planning

Estate planning is principally about safeguarding and passing on more of your hard earned wealth to future generations.  There are many things to consider when looking to assess suitable estate protection strategies for you and your family. It may be that you would like to leave a legacy under your will, create trusts to protect beneficiaries’ inheritances, avoid probate or merely to ensure your estate passes to the right people at the right time.

Currently Inheritance Tax (IHT) is charged at 40% above certain exemptions and allowances such as Nil Rate Bands (NRB) and Residential Nil Rate Bands (RNRB). We can advise you on the best ways of transferring or gifting assets from your estate now, without compromising your financial security, utilising robust and approved techniques that have been tested over many years and are not contentious with the UK tax authorities