Forward planning is essential to ensure that as much of your wealth as possible goes to the people you want it to, rather than to the taxman.
The earlier you make your arrangements, the greater your chance of taking full advantage of tax opportunities available, so that your beneficiaries receive the maximum benefit.
Through our estate planning and inheritance tax services, we can work with you to identify tax-efficient opportunities, including:
When planning your estate, you also need to be sure that you make provision for yourself and your partner to enjoy a comfortable lifestyle in your later years and for care in the future, should your health deteriorate.
