Estate Planning

Passing wealth down the generations has been a family objective for centuries. In recent times the taxation burden on inherited wealth has affected more abd more individuals and become of increasing concern. We work with clients to find the most suitable lifetime planning solutions for them from the many options available to mitigate the impact of inheritance tax.

Download our latest Guide here Estate_Planning.pdf

Inheritance Tax (IHT) is essentially, a tax levied on any transfer of assets to other people or trusts. It is most commonly paid in respect of an individual’s estate on death, but it can also apply in respect of certain transfers of assets during life.


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