Estate and Inheritance Tax Planning

We provide a discreet estate planning service.

Estate and Inheritance Tax Planning photo

Early planning is crucial when making arrangements for the future of your estate whether it is being passed on during your lifetime or upon your death. 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:

  • Assisting in drawing up and reviewing your will
  • Making use of exemptions and lower tax rates on lifetime transfers potentially liable to IHT
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trusts
  • Considering life assurance to cover potential IHT liabilities

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

Do you have any questions for us?

Simply get in touch and the relevant team member will get back to you asap.