We are specialists in Estate Planning which can be complex and covers more than just Inheritance Tax (IHT). It also covers your financial security as well as the needs of your beneficiaries.
Over the last ten years we have been focusing on achieving the best outcomes for our clients, whilst being trusted advisers.
A comprehensive Will is generally the foundation of a good Estate Plan. We usually add Lasting Powers of Attorney so that the family is never left in a difficult position. Trusts can be added to the Will, or set up during lifetime, to control and protect assets such as savings and the family home. Regular review meetings ensure that the Estate Plan is kept on track and allows for changes in legislation and personal circumstances. IHT can be minimised; not aggressively but by using techniques which are accepted by HMRC. We only work with FCA registered Independent Financial Advisers so that our clients receive a professional independent indemnified Estate Plan service. Furthermore, when the time comes, clients often ask us to be involved at the probate and Estate Administration stage to ensure that the Estate Plan is fully effective and the maximum passes to chosen beneficiaries