ESTATE PLANNING
For many people their main financial goal, having accumulated wealth, is to be able to pass as much of this as possible on to the next generation. However with the rise in the value of property and investments over the last few decades, more and more families find themselves with estates which are potentially liable to Inheritance Tax.
One former Chancellor of the Exchequer famously described inheritance tax as, "broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue...“
Effective estate planning allows you to pass on your accumulated wealth to your chosen beneficiaries as tax efficiently as possible.
We have considerable experience in simplifying what can be a complex area, helping clients understand their options and put in place appropriate solutions.
Our approach to estate planning utilises a range of products and services:
- Trusts
- Gift allowances
- Whole of life insurance
It’s never too early or too late to take steps to protect your Estate.
Please note that the Financial Services Authority does not regulate Inheritance Tax Planning