Inheritance Tax & Estate Planning

We recognise the gravitas of crafting a will and organising one’s financial affairs. Our undertaking is not merely a procedural necessity, but a profound responsibility to ensure the wishes of our clients are honoured and their legacies secured.

Tax considerations and inheritance tax

It is paramount that we aim to maximise the estate’s value by minimising the inheritance tax burden within the bounds of the law. Our effort is to preserve wealth for future generations, which we approach with the utmost care and professional diligence.

Mental capacity and court of protection

Our compassionate approach extends to situations where clients may lack mental capacity. In such sensitive cases, we engage with the Court of Protection to protect their interests. It is crucial that their financial affairs are managed with consideration and legal foresight.

Associates and financial affairs

We acknowledge that our associate professionals play an indispensable role. Their expertise in financial planning collaborates seamlessly with our legal acumen. Together, we construct a fortified legal framework that is robust against potential challenges and aligns with our clients’ aspirations.

Our ultimate aim is to provide a service that leaves no stone unturned. We champion the importance of being thorough, of addressing every nuance with precision, all the while conveying our commitment through a warm and personable demeanour.

At our firm, we understand the paramount significance of meticulous estate planning. Ensuring that one’s legacy is preserved and protected for their loved ones is not only a matter of fiscal responsibility but also of personal comfort. Our dedicated estate planning service is designed to bring you the tranquillity that only thorough preparation can offer.

 Our promise:

To our valued clients, we extend a promise of peace of mind. We strive to ensure that your family’s future is secure.

Our professionals are here to guide you through every step, ensuring that your wishes are honoured and that your loved ones are cared for according to your exact specifications.

In our practice, we often underscore the vital role that specialist advice plays in the arena of tax mitigation. To navigate the rules that govern inheritance tax (IHT), it is imperative to seek guidance from proficient advisers. Our experience suggests that proactive estate planning can significantly lessen IHT liabilities.

Strategies include:

Utilisation of trusts: Proper utilisation of trusts can be a key vehicle for tax planning, potentially reducing an estate’s exposure.

Gift allowances and reliefs: We can assist in making full use of available gifting allowances and potential reliefs.

Lifetime transfers: Appropriate timing of transfers can be critical, and we can advise on how to strategise these effectively.

Our team’s expertise in this area encompasses a broad range of solutions tailored to a sophisticated clientele. We pride ourselves on delivering strategies that are as efficient as they are bespoke. Our approach is always centred on your needs, ensuring that your legacy is secured for future generations in the most advantageous manner.