Estate planning

Few of us like to think about the prospect of dying, but equally few of us could live with the thought that we have not made adequate provision for our family and friends who survive us.

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up going to the Government's rather than your loved ones.

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.

We provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

Landau Morley is now licensed to carry out probate work.  Our specialist team will assist with applying for a Grant of Probate and dealing with all aspects of the Estate.  In the unfortunate event of a death, if you are connected to an Estate either as an executor or a close family member, we will listen to your individual circumstances and provide you with clear practical advice and support from the beginning to the end of the process. Contact Jonathan Weinstein on 020 8903 5122 or jw@landaumorley.co.uk