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Estate planning

  1. Services
  2. Individual Services

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

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

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

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Once a month we'll send you an email packed full of essential business news and handy tax tips to help save you money.

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27 Mar 2020

Chancellor unveils help for self-employed workers

On the 26 March, Chancellor Rishi Sunak announced a scheme to help self-employed workers who have been hit by the COVID-19 crisis.

26 Mar 2020

Pensions at increased risk of being targeted by scammers

The Pensions Regulator (TPR) has warned that pensions are at 'increased risk of being targeted by scammers' during the COVID-19 pandemic.

26 Mar 2020

Government and financial regulators tell banks to keep lending

British banks must keep lending to businesses through the coronavirus crisis to ensure viable companies do not fail, the government and financial regulators have urged.