Succession and Estate Planning

“What if I want to leave a lasting legacy for my loved ones?”

Taking the first steps in deciding what should happen to your assets during your lifetime and after you're gone can be daunting. Complex rules and constant changes to tax legislation, including those made to Inheritance Tax, mean that planning is vital to ensure that you benefit from the available exemptions and reliefs. 

Our multidisciplinary team works across tax, investments, protection, and property to plan your assets with maximum tax-efficiency. With proper planning, your family will benefit from the measures you take today. Structure your affairs now to help ensure your hard-earned wealth continues to work hard for your loved ones when you no longer can.

Our approach

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, 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.

Our services

  • 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
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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 know more about our wealth management services, please get in touch today. 

Contact us today

CII Award - FP

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX
By Phone: 0121 232 9500
By E-mail:

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit