Financial Services

Estate Planning

We can advise on all aspects of estate planning, advising on ways to reduce or eliminate death tax, and finding the most tax-efficient solution for your needs.

Estate planning is essential if you wish to eliminate or reduce inheritance tax, which is the tax levied on your estate when you die.

At present, the threshold for incurring inheritance tax is £325,000, (£650,000 joint allowance), which is known as the Nil Rate Band. If your estate is worth more than this amount, the Government will make a 40% charge against the value of any assets above this figure.

We can provide unbiased, independent advice on the best ways to reduce your tax liability, finding the most tax-efficient solution, based on your circumstances, age and value of your estate.

Typical options include gifts, trusts and special investments.