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Trusts and Estate Planning

“In this world nothing can be said to be
certain, except death and taxes”
 Benjamin Franklin,1789

It makes sense to plan for the future, whether it is for yourself or your business. Tailored wealth succession planning enables a smooth transition to the next generation. It also helps minimise tax liabilities.

The significant increases in the property market in recent years have not been matched by the annual inflationary increases in the inheritance tax nil band. This means an ever-increasing number of estates fall into the inheritance tax net.

We can advise individuals on estate planning matters whether your estate is close to the nil rate band or many times larger. We can advise on techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios and on the use of trusts to assist in tax and succession planning. We can advise on both lifetime transfers and wills. We can deal with all trust accounting and tax matters on your behalf.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

Click here for access to helpsheets on Inheritance Tax and Discretionary Will Trusts

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Please contact us if you have any queries on this service or ask a question.