Estate and inheritance tax planning

Such anticipation may enable you to take full advantage of the tax opportunities available and therefore maximise the amount that is passed onto beneficiaries.

We provide a discreet estate planning service that includes:

• Reviewing your will and working with your legal team to ensure maximum tax efficiency
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property
• Transferring assets into trust
• Identifying adequate life assurance levels to cover potential inheritance tax liabilities