Estate Planning

We know it can be tough to talk about Estate Planning and Inheritance Tax however it is critical if you want to ensure your Estate is managed as you would wish after you’re gone.

Estate Planning tasks can include making a Will, naming Executors and beneficiaries and setting up funeral arrangements. 

Our main area of advice is helping to mitigate the Inheritance Tax (IHT) which could become due on your Estate. IHT used to be something only the wealthy expected to pay when someone died, but soaring house values have meant that many more people may worry that they will leave behind an Inheritance Tax bill after they die. 

We can help put a plan in place for clients to ensure their Estate passes to their loved ones in the most tax-efficient way when the time comes.