Estate Planning

None of us like to think ahead to our death, but in this world of complex tax legislation, it is critical to plan now for what will hopefully not happen for many years. If we fail to make the right provision for them, our family and loved ones may suffer. In the worst case scenario, a substantial slice of your hard-earned wealth could end up in the Chancellor's coffers!

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your partner or spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime. We provide a comprehensive estate planning service that includes:

• Help with drawing up and reviewing your will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities

Contact us to arrange a full estate planning review, and make sure that all your heirs - except the Chancellor - get the maximum possible benefit from your estate.