Estate Planning

The future for your family

Death isn’t a topic we talk about regularly, but planning ahead for such an event is important for our family’s sake. The thought of leaving nothing behind for your loved ones can make things stressful.

Estate planning is the process of mapping out how you’ll pass your assets on to your friends and family in the most effective way. One of the first steps is writing up your will, naming all of your beneficiaries and what you want to leave them. You can look to take advantage of allowances as well as making some of your assets gifts, setting up life insurance or simply spending your money.

By getting your affairs in order as soon as possible, you can also take advantage of the tax opportunities available, meaning whatever you leave isn’t eaten up by inheritance tax.

Our team can help walk you through the whole process. Our bespoke planning services include:

• Help drawing up and reviewing your will
• The transferring of assets into a trust
• Finding and utilising eligible exemptions and reliefs
• Arranging assurances to cover inheritance tax.

Don’t let inheritance tax get the better of you. Get in touch with our estate planning team today.