Estate Planning

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government’s coffers!

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

We provide a discreet estate planning service that includes: 

• making full use of exemptions and lower tax rates on lifetime transfers;
• optimising lifetime transfers between spouses;
• transferring agricultural or business property;
• transferring assets into trust; and
• advising on adequate life assurance to cover potential inheritance tax liabilities.

We can help you with your estate planning, including succession planning and business exit strategies. But don’t leave it too late!