With careful planning we can help you and your family to do all you can to protect your wealth for future generations.
Our estate planning services includes:
- Understanding your long term aspirations to include reviewing existing wills
- Assisting your solicitor in ensuring that the will is suitably drafted
- Making full use of exemptions and lower tax rates on lifetime transfers
- Consideration of the use of trusts where appropriate
- Consideration of the use of life assurance to cover any liabilities