Estate Planning
Estate planning and tax advice
Life rarely stands still for long. There’s always something new: a house move, a promotion at work, a new baby. Or perhaps something less welcome like a relationship problem, the diagnosis of an illness or the death of a loved one.
Our Estate Planning team work with you to ensure the right arrangements are put in place to protect your assets, reduce unnecessary tax and give your family peace of mind.
Planning now for what will happen to your assets and family after your death can give you peace of mind that you have done the right thing and not left things to chance.
Estate planning services
Every family’s situation is unique, which is why we take time to understand your priorities before recommending the best approach. Our Estate Planning services include:
- Inheritance tax planning: structuring your estate to minimise tax liabilities.
- Gifting strategies: making the most of allowances and exemptions through lifetime gifts.
- Business succession planning: protecting family businesses and planning for a smooth transition
- Trusts: setting up and managing trusts to protect assets, provide for loved ones, and support long-term family wealth planning.
Generational wealth services
Estate planning is not just about today – it’s about securing your family’s future for generations to come. Our generational wealth services include:
- Family wealth reviews: taking a holistic view of your family’s assets and objectives.
- Next generation planning: supporting children and grandchildren with trusts, education funds, or property strategies.
- Philanthropy and charitable giving – helping you make a lasting impact in a tax-efficient way.
- Wealth preservation: protecting family assets from risks such as divorce, creditor claims, or care fees.
Estate administration services
Dealing with the estate of a loved one can be overwhelming. Our team offers a compassionate, professional service to guide you through the process. We can help with:
- Estate valuations: preparing accurate valuations for HMRC and beneficiaries.
- Tax compliance: ensuring all reporting and tax obligations are met.
- Executor support: providing clear advice and practical assistance to executors.
How we work with you
Initial assessment (meeting or call)
- We start by getting to know you, your family circumstances, and what matters most to you.
- Together we review your assets, liabilities, income and future needs.
- We assess your current exposure to Inheritance Tax.
- We highlight the planning opportunities most relevant to your situation.
Planning
- Tailored planning options designed to reflect your personal and financial goals.
- Clear explanations to help you understand the choices available.
- Agreed actions and a timescale that works for you.
Implementation
- Putting your plan into action, from wills and powers of attorney to introductions to other trusted advisers.
- Setting up trusts or other suitable structures to protect assets.
- Ongoing support with estate management and compliance, including tax returns and trust registration.
Related services:
