Estate Planning

Estate Planning

Estate Planning

A Will may not always be at the top of your ‘To do list’ and may be one of those jobs that can be put off easily. However, the reality is that you should definitely get around to having a current Will in place. The stress and worry that can be caused to your nearest and dearest if the unthinkable happens may be easily avoided, quickly and inexpensively. Your Will should work in conjunction with you Inheritance Tax Planning (IHT).

Typically, key concerns are:

  • That their investment portfolio reflects their attitude towards risk and reward
  • You, your partner and/or family do not pay any unnecessary income tax, capital gains tax (CGT) or inheritance tax (IHT)
  • A smooth transfer of wealth from one generation to the next

We provide dynamic and innovative solutions to our clients concerns. You may well share these concerns? If you do, we would welcome a call from you.

The Financial Conduct Authority does not regulate Writing and taxation and trust advice.