Estate planning

Helping you leave more for your loved ones

Death isn’t the easiest thing to talk about, especially when you’ve got a family to think about.

It can be difficult to plan for, but unfortunately, it’s an inevitable part of life. You’ll need to consider the best ways to secure your wealth and assets for your loved ones once you’re gone.

Luckily, that’s where we come in. Our estate planning experts can help you find ways to make arrangements which will mean your beneficiaries receive more of what you leave them.

Inheritance tax can be costly on money and assets left to your family, but there are a number of tax-efficient ways to avoid a large bill.
One way you can do this is by gifting money or possessions during your lifetime. If you can bring your wealth under the allowable threshold before you die, you’ll fall outside the scope of inheritance tax.

Our estate planning team can provide you with:

• reviewing your will
• advice on lifetime allowances
• transferring assets into a trust
• arranging life assurance
• transferring property.

Don’t let HMRC take your hard-earned money out of your family’s hands. Talk to us about estate planning.