Estate and inheritance tax planning

Forward planning plays a crucial role in ensuring that your estate will be distributed according to your wishes, while also keeping the tax bill to a minimum.

Inheritance tax (IHT) is a key consideration, and one which represents a significant burden for many of our clients. Having in place a robust estate plan can help you to take full advantage of a range of tax planning opportunities.

Our estate planning services can offer help in the following areas:

  • 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
  • A programme of lifetime giving
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Contact us now to discuss your estate planning strategy.