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Estate Planning & Trusts

Estate planning focuses on passing on your assets – both during your lifetime and after you die – in line with your wishes and in the most tax-efficient manner.

Managing your Inheritance Tax (IHT) liability is a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT on your finances.

We will help to ensure that you have the money you need to live the life you want and to deal with the unexpected.

Our team will help you and your family with:

  • Using all available tax allowances
  • Calculating a potential IHT bill and your estate value
  • Working out how much you can afford to spend or give away
  • Passing on your money

Trusts

A trust can be an invaluable financial planning tool, both helping you to mitigate tax and giving you control over how and when your wealth is distributed. Your financial adviser will guide you through the process of choosing and setting up a trust.

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