Tax and Financial Planning

Estate planning is a very personal issue and we will take time to ensure the solution is appropriate for you and those who you wish to benefit from your estate in the future.

As part of our estate planning services we are able to advise you as to whether your estate is likely to be subject to Inheritance Tax (IHT) and whether there are any steps you can take to mitigate the IHT liability of your estate. By careful planning during lifetime and properly drafted wills we can ensure that your estate benefits from the various exemptions and allowances available. We also have contacts with a number of accountants and independent financial advisers and by working with them we can take a holistic approach to your estate planning taking into account all of your circumstances.