Estate and inheritance tax planning

When it comes to making arrangements for the future of your estate, early planning is essential.

By putting plans in place now, you can take full advantage of the tax opportunities available, helping to minimise the impact of inheritance tax and maximise the amount that will pass to your chosen beneficiaries.

We provide an efficient estate planning service which 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

For expert advice on your estate planning strategy, please contact us today.