Estate planning

Our experienced team could reduce your inheritance tax liability and help you plan for the long-term.

With the taxman able to take up to 40% of an estate’s value, it’s vital to seek expert help. We can give you this essential support and make sure you pass on as much of your wealth as possible to your chosen beneficiaries.

There are a number of ways to minimise the tax due on your estate, many of which need to be implemented over time. Our team will explain these options clearly and recommend appropriate measures such as lifetime gifts, the judicious use of trusts, the transfer of property, and the arrangement of adequate life assurance cover.

We can also help you with succession planning and advantageous business exit strategies.

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Phone us on 01892 891902 or contact us to talk about your financial plans