Estate Planning & Inheritance Tax Advice
Prepare for the future with strategic planning that ensures your assets are passed down according to your wishes.
What we offer
Gift Inter-Vivos Plans
Manage inheritance tax liabilities with carefully structured gifts that pass on wealth tax-efficiently to the next generation.
Whole of Life Plans
Protect your loved ones with whole of life insurance that provides a guaranteed payout to cover expenses and taxes. Written in trust to help meet the cost of an inheritance tax liability.
Trusts
Safeguard assets and control the distribution of your estate with expertly structured trusts.
Business Relief Investments
Minimise inheritance tax and protect family business interests with investment options that support business continuity. Help mitigate an Inheritance Tax Liability with an option to invest up to £1 million per person
Contact us.
Please use the form below to get in touch and a member of our team will get back to you within 48 hours during office hours (Monday-Friday 9-5).