Estate Planning

It is essential to plan well in advance and this could mean making the necessary provisions now. Although the tax system can be complicated there are many tax opportunities available, and the earlier the arrangements are made the more advantage can be taken. We provide a discreet and comprehensive estate planning service which includes:

 

  • - Making use of lower tax rates and exemptions on lifetime transfers
  • - Optimising lifetime transfers between relevant family members
  • - Transferring business or ensuring business continuity
  • - Arranging life assurance to cover potential inheritance tax liabilities​​​

 

 

 

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