Inheritance tax

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

Please contact Fiona McKay for more information –