What we do
Inheritance Tax Planning
Most people either worry about it needlessly, or do not worry about it nearly enough.
Where to start
- Work out the number. A surprising proportion of people have never seen it.
- Understand which allowances your estate can actually use.
- Look at what has already been given away, and when.
- Decide what you are willing to part with, and what you are not.
How we approach it
- A calculation first, in writing, so you know what you are dealing with.
- Options ranked by how much they cost you in control and flexibility.
- Nothing recommended that leaves you short in later life.
- Reviewed as the rules change, because they do.
Estate planning and inheritance tax planning are not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may change.
Book an appointment
Start with the number. Everything else follows from it.