Estate Planning

Having planned carefully to accumulate your assets, it is essential that planning continues to ensure that your estate is distributed in accordance with your wishes and in the most tax efficient manner possible. With inheritance tax charges up to 40% of your estate (above the inheritance tax nil rate band) there is considerable value to be gained in planning ahead.

We understand how important it is for clients to provide for their families and we can help prepare strategies to protect the value they have built up in their lifetime. Through the use of tax allowances, trusts and other structures we will create plans to deliver exactly what you require for your family.


Personal Wealth Management

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