Succession and Estate Planning

Taking the first steps in deciding what should happen to your assets during your lifetime and after you’re gone can be daunting, but it is undoubtedly easier for your wishes to be carried out if there is a clear plan in place.

Complex rules and constant changes to tax legislation, including those made to Inheritance Tax (IHT), mean that planning is vital to ensure that you benefit from the available exemptions and reliefs. 

Taking time to structure your affairs now can help maximise the wealth you pass on, and can protect loved ones from unexpected tax liabilities.

How we can help

A review of your affairs can help us to establish your current tax exposure and provide advice on the best options available. This often involves reducing the value of your estate through gifting or structuring future growth, family investment companies, life insurance policies, or other estate and succession planning methods.

The options for Inheritance Tax (IHT) Planning can appear complex and daunting. However, our team will guide you through, ensuring your family is protected after you are gone.

We can help with:

  • Inheritance Tax Planning
  • Utilising exemptions and maximising tax reliefs
  • Appropriate ownership structure of assets
  • Gifts during life, on death, and post-death variations
  • Estate and succession planning
  • Use of trusts and family investment companies
  • Tax efficient investments

Our expertise

Our award-winning Private Client  team consists of financial planners, wealth managers and tax advisers and has had the privilege of advising clients for over 30 years. It has a wide range of experience and is truly dedicated to ensuring your affairs are dealt with as smoothly and efficiently as possible.

Get in Touch

If you would like to speak with one of our advisers about succession and estate planning, please complete the short form below today:

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