Estate Planning

Our estate planning service consists of advising clients how to preserve wealth, minimise Inheritance Tax and ensure the right amount of money goes to the right person at the right time.

How do we achieve this?  Well, firstly we do not believe that any one professional i.e. an accountant, tax consultant, lawyer or financial planner can possibly advise on all aspects of estate planning.  No one person knows everything.  It is for that reason we work closely with a law firm for the legal and taxation advice.   We advise on the financial and taxation side.  Together we offer a very comprehensive estate planning service.

The range of services offered may include some or all of the following:

• Wills (including wills storage and annual wills maintenance)
• Discretionary Will Trusts
• Accumulation and Maintenance Trusts
• Discretionary Trusts
• Lifetime Directives i.e. Living Wills
• Enduring Power of Attorney
• Creation of personal charities
• Gift And Loan Trusts
• Discounted Gift Trust Schems
• Nil Rate Band trusts
• Whole of Life insurance (to cover a potential Inheritance Tax charge on death)
• AIM portfolios
• EIS schemes

Click here to Contact Us for more information or queries.