Estate and Inheritance Tax planning advice

Regardless of your level of wealth, it is essential to plan for the future to make sure your estate is protected. By starting this process early, you can arrange your affairs to give you and your family peace of mind with effective estate planning strategies and accurate estate value calculations.

There are many elements to estate planning and our solicitors and expert advisors can help with all of the following:

Wills – to advise you and draft your Will properly to cover all of your wishes and save tax through professional will preparation and clear inheritance planning

Lasting Powers of Attorney – to appoint trusted individuals to manage your finances, business, and health if you are not able to do so yourself

Trusts – to save tax and safeguard money and assets in your lifetime and after you have died

Deeds of Variation – to redirect assets which you are due to inherit but do not need or want to loved ones or other individuals in a tax-efficient way

Financial advice – our financial planning team can advise you on life insurance solutions, life insurance and IHT, tax-efficient investments and savings, pensions and inheritance, as well as general financial advice for IHT.

Inheritance Tax planning – to reduce our tax liability and ensure you benefit from the tax reliefs and exemptions that apply to you.

Lifetime gifts – to discuss the benefits and tax consequences of transferring assets to others as part of a robust lifetime gifts strategy. We can help you understand gifting rules, the seven-year rule, and how to make tax-efficient gifts to family.

International estate planning – if you have assets overseas or are living or working abroad, we can help you. We are members of Kreston Global.

Business and Farm assets – we can help you manage your business and agricultural assets as part of your estate planning, maximising all reliefs available and supporting your probate process if required.

Care fees – to look at how you can provide for your care in later life and protect your wealth for future generations.