0333 577 4550

Inheritance Tax Planning

Allocation of Assets
Making sure your assets are structured and allocated according to your wishes is important, especially at what is usually an emotionally sensitive time.

What we offer

  • Wills - we check that you have a will and that its up-to-date
  • Inheritance Tax - we review the worth of your assets and determine how best to minimise any payable tax
  • Power of Attorney – assign someone who can carry out your wishes if you are unable
  • Probate – we help with Probate when a loved one passes

How we help you

  • We ensure your beneficiaries receive what you want them to
  • We help you maximise what you can leave for your loved ones
  • We provide you with peace of mind that everything will be taken care of and your family looked after
  • We remove any confusion and reduce stress, by guiding you through any legalities and financial paperwork and completing them on your behalf as appropriate

What is available

  • Will Writing
  • Power of Attorney
  • Taper Relief
  • Estate Planning
  • Utilisation of Tax Exemptions
  • Gifting
  • Trusts
  • Life Cover
  • Guaranteed Whole of Life Policies
  • ISA AIM Portfolio