Inheritance tax planning and advice

It is vital that you plan for your retirement and take available steps to keep more of your wealth within your estate. We offer an advisory service on Estate Planning and can advise on suitable methods to reduce your inheritance tax liability, review your Will and advice on Trusts. We have business partners who are able to offer a full package, including specialist advice, production of complex Wills etc.

We offer:

Review of your Estate Planning

Advice on types of Wills and suitable Trust arrangements

Advice on reducing your Inheritance Tax liability