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Tax & Estate Planning

As the old saying goes “the only two certainties in life are death and taxes”. For many families, death leads to a large cheque made payable to Her Majesty’s Revenue & Customs.

Our holistic approach to financial planning ensures every client benefits from a detailed review of their assets and liabilities. A clear understanding of ones attitude to Inheritance Tax is important before designing a strategy making use of estate planning factors such as wills, trusts, life policies and allowable exemptions.

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This is a highly complex area and requires sophisticated strategies but by reviewing this annually we can assist you in mitigating this problem. We would also work closely with your beneficiaries and can offer our services as trustees if there are investments that need to be managed professionally and that adhere to current legislation.

The Financial Conduct Authority does not regulate Tax Planning, nor does it regulate Estate Planning.