Inheritance & Estate Planning
There are numerous opportunities to reduce inheritance tax. Strategies are particularly effective when grandparents, parents and children work together. Your goal may be legacy creation, estate preservation, or a combination of the two. Regardless of the objective, we can help blend peace of mind with control, access, security and simplicity.
Once we have a thorough understanding of how you want your wealth to be protected, we can help you to decide how much to give, to whom and when the best is time to do it.
Some common inheritance tax planning strategies include:
- IHT exempt or IHT efficient investment and tax wrappers
- Use of personal and family exemptions and allowances
- Life cover and whole of life planning
- Business Property Relief
- Charitable giving
- Will writing and trust planning
The Financial Conduct Authority does not regulate taxation and trust advice.