Estate Planning

 

Inheritance tax is paid on the value of your estate when you die.  Due to rising house prices, the potential impact of inheritance tax is becoming an increasing problem for people who wish to preserve the maximum value for their children or other beneficiaries.

 

We work with you to identify their potential inheritance tax liability and put strategies in place to minimise or remove this liability on death.  

 

As independent financial advisers we have access to various solutions that are not usually available to solicitors.