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Tax, Trust & Estate Planning

We can provide expert guidance on tax and estate planning. Assisting you to plan in the most tax efficient way and helping you reduce your tax liabilities in all aspects of your life.

After having worked hard to build up your estate, it is important that you have a solid plan in place. This means you can pass on that wealth to the people you care about and minimise the amount of tax you pay.

Tax Planning

It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.

Tax is often the last thing that is considered by families when a relative dies. However, you should be prepared and plan ahead.

We can talk you through the simple steps you can take now to plan for what is to come. They will help you to structure your estate and financial arrangements so that your assets can pass to your beneficiaries tax efficiently.

Tax Planning is not regulated by the Financial Conduct Authority.

Trust Planning

Trust Planning helps you to manage assets for the future, so that you can plan ahead and know that taxation is being mitigated.

Since trusts usually avoid probate, your beneficiaries may access these assets quicker than they might access assets that are transferred using a will.

The Financial Conduct Authority does not regulate advice on Trusts.

Estate Planning

As a consequence of increasing property prices more people than before have found themselves being caught liable to Inheritance Tax. If your estate is over the inheritance tax allowance when you die, it will be subject to a tax, known as Inheritance Tax (IHT).

The Financial Conduct Authority does not regulate on Estate Planning.

The Financial Conduct Authority does not regulate trusts, tax planning or will writing.

The value of investments and income from them may go down. You may not get back the original amount invested.