Estate Planning

We provide estate planning advice which is tailored to your own unique circumstances and wishes. Often, simple restructuring of your assets and some lifetime gifting may reduce your estate’s inheritance tax liability and therefore maximise the part of your estate which will pass to your loved ones. When providing this advice, we aim to avoid risky tax structures or cumbersome arrangements.

Estate planning considerations

  • Inheritance tax allowances and exemptions, to include business property relief and agricultural property relief
  • Lifetime gifting
  • Changes in personal circumstances, for example marriage or divorce

Estate planning services

  • Wills for clients with complex estates
  • Trusts including lifetime or Will trusts
  • Lifetime gifting
  • Post-death estate planning; including deeds of variations

For more information or to speak with an expert, contact us today.

Download our Wills and Estate Planning Guide

Contact a member of our Estate Planning team today.

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