Estate planning
Charting the course ahead
Your beliefs and values should dictate how your wealth is passed on. Estate planning is an emotive subject that involves deep thinking and debate on some challenging issues.
Open and honest
“Knowing when to pass on wealth and who to pass it on to can be difficult in itself, without the added complexities of inheritance tax. Our in-house tax and estates team of chartered accountants and chartered tax advisors create an open and honest environment to discuss your thoughts, wishes and concerns. This joined-up service not only saves you time, but it enables you to make objective financial decisions about the future of your wealth and minimise exposure to unnecessary tax.”
Catherine Murphy
Head of Tax
Tax and Estate planning is not regulated by the Financial Conduct Authority.
Our in-house tax and estates team can support you with:
- Estate planning for families and blended families
- Inheritance estate planning
- Business estate planning
- Succession planning
- Setting up trust accounts
The best plans are those that are unique to you. They consider your wishes for the distribution of your estate to your chosen beneficiaries.
We can help you answer these burning questions:
- How should I pass money to family members?
- What is the best way to donate money to charity?
- How do I set up a trust fund?
- When and how can I gift money?
- How much money should we leave to our children?
- How do I establish a charitable foundation?
Estate planning can be complex and involves some difficult and emotional decisions. We’ll ensure you use your wealth wisely to benefit the next generation, while also balancing it with unforeseen personal costs, like residential nursing fees. The burden of inheritance tax can be substantially reduced, giving you peace of mind that your wishes will be upheld.
In a gentle way, you can shake the world.
Gandhi
Planning is
Personal
Contact us
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
