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.

That’s why it’s so important to put in place the right arrangements to provide for yourself and the people you care about for when the unexpected happens.

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. It is one of the more important things you can do during your life.

Planning for what will happen to you and your assets if you cannot make decisions for you self is just as important, and is something that is ignored by the vast majority of people.

Estate planning allows you to choose what you want to happen during your lifetime and after your death. It can make the lives of you and your loved ones so much easier. It can also preserve family wealth so it passes down the generations, rather than be lost to Inheritance Tax or other potential “wealth reducers” such as divorce or residential care fees.

Working seamlessly with regulated legal advisers, our tax services and wealth management teams can help you put your affairs in order and gain you the peace of mind that you have done the best you can for yourself and your family

Our services

Last Will and Testament

Making a Will ensures that:

  • You control what happens to your property
  • You can specify who you want to deal with your affairs
  • You can specify any personal requirements regarding funeral arrangements, etc
  • You do not die intestate, which means it in it takes longer to sort out your affairs and may mean that your estate is divided not in accordance with your wishes
  • You protect an unmarried partner (unmarried partners do not get the legal protection that a spouse benefits from)
Lasting Power of Attorney

Statistics show that 1 in 3 of us will require long-term care later in life. Without the proper documentation in place, important decisions regarding your health, welfare, property and financial affairs will be taken by the Office of the Public Guardian, rather than nominated persons, normally family and trusted friends.

A Lasting Power of Attorney (LPA) is a legal document that allows you to choose other people to make decisions on your behalf when you lack mental capacity to make decisions.

Inheritance Tax planning

In 2016, households in the UK paid more in Inheritance Tax than at any other point since the recession struck in 2008, official figures show. In fact it is worth noting that since 2010 the amount that HMRC has collected has doubled.

We are able to advise clients on protecting their assets from Inheritance Tax and other taxes by using the allowances and reliefs that are available, without the risk of using convoluted schemes


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