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Estate Planning

Estate Planning is about making sure that your assets go where you want them to, when you die.

A will is an important part of this, and we can arrange wills, along with Lasting Powers of Attorney. But if you are to avoid paying more Inheritance Tax (IHT) than you need to, you also need to pay attention to where and how your money is invested here and now.

For many people, there is a balance between having access to your investments yourself (should you need the money for long term care, for example), and paying as little IHT as possible. We can help you to get the balance right, and have access to a number of tax-efficient plans which can be effective, while options like trusts or whole of life plans may also be appropriate.

Contact us about Estate Planning...