Estate Planning

Our Financial Planning Team has considerable experience in effective estate planning. Trust us to simplify what can initially appear a complex area, and provide you with financial advice to allow you to make plans for the transfer of your estate after death, and pass on any accumulated wealth to your chosen beneficiaries as tax efficiently as possible.

For many of our clients one of their main financial priorities is to be able to pass on accumulated wealth to the next generation. However with the rise in property prices and investment values, more families find themselves with estates which are potentially liable to Inheritance Tax.

Inheritance Tax is usually paid on an estate when somebody dies, but could be paid on trusts or gifts made during someone's lifetime. Our Financial Advisers will review your personal assets – these include your home, investments, savings and other possessions to check if you will be liable to pay inheritance tax, we can then offer you a tax efficient solution through effective estate planning.

It is never too late to start protecting your estate and set up an estate plan. We check you have the basic estate planning documents set up. We then review your assets and consider the most effective way to leave your estate to your beneficiaries.