Inheritance & Estate Planning

We believe that effective Estate Planning should start early in life. Even if your estate may seem small, it is important to ensure that your beneficiaries are well cared for and you are able to optimise their inheritance, minimising the impact of Taxes.

With the spiraling house prices of recent years and a minimum Inheritance Tax Threshold of £300,000 it is not difficult to see how a seemingly simple estate could soon incur significant Tax costs.

Inheritance planning is not just a tax issue and we take a very down to earth approach, helping you ensure that your own financial needs are met now and in the future, without giving away too much too soon.

In general we can advise on:

  • Individual estate planning (large or small)
  • Tax optimisation techniques to mitigate exposure to family homes, investment portfolios, businesses held, etc.