Inheritance

Our advisers provide you with comprehensive advice which will ensure that your estate will suffer the minimum amount of Inheritance Tax.

In recent years there have been sweeping changes to Inheritance Tax (IHT) and the taxation of trusts. Consequently, now more than ever it is important that individuals who are concerned about protecting their wealth for their family’s future seek advice early.

Our advisers provide you with comprehensive advice which will ensure that your estate will suffer the minimum amount of Inheritance Tax and ensure that your assets are protected for the benefit of your family after you have gone.

As part of immediate IHT planning, trusts can be a valuable tool for structuring your personal wealth and reducing your exposure to IHT. Quite naturally, many people shy away from trusts because they do not understand them and assume (incorrectly) that they lose control over any assets placed into the trust.

We can provide you with practical IHT planning advice, and if appropriate to your circumstances our advice will explain and de-mystify how the use of trusts may benefit you.

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