Inheritance Tax planning
Our advisers can help you navigate the complicated and changing tax regulations ensuring your wealth reaches the people who matter most.
Advice that shapes everyone’s future
Estate and Inheritance Tax planning is an important part of the financial planning process as it determines where your hard-earned wealth will end up when you pass away. One of the most common mistakes is delaying the process, so don’t wait to take action.
If you wish to safeguard your financial legacy for future generations, ensure a seamless transfer of assets, or gain a clear understanding of Inheritance Tax implications, we will listen to your wishes and guide you every step of the way.
What we’ll do to help
Reduce your liabilities
There are various legitimate ways to reduce your Inheritance Tax liability, such as gifting or placing assets in a trust. Having a professional to guide you through these options is the smartest way to ensure it’s handled effectively.
Preserve your wealth
Many choose to make gifts or pass wealth to loved ones during their lifetime, allowing them to see the benefits firsthand. We’ll assess how much you can afford to give while ensuring your lifestyle remains secure and comfortable.
Create or change your will
Your circumstances are always changing and your will should change with them. Keeping your will up to date ensures your wishes are respected and makes things easier for your loved ones, reducing stress during an already difficult time.
Ongoing family support
We will support you throughout your later years and we’ll continue to assist your family even when you’re no longer here. Our ongoing support gives you the peace of mind to enjoy life, knowing everything has been thoughtfully taken care of.
Trust in our process
We take a lifestyle financial planning approach, meaning we’re here for the long term, not just for a one-off transaction. When you work with our team, you’re embarking on a long-term journey with us, and we’ll be there for every milestone along the way.
As an independent firm, we have the freedom to look at the whole of the market to find solutions that are right for your unique needs, with a guarantee of impartiality.
Our clients
The real proof of our work is in the trust and results our clients share.