Estate Planning

Our clients work throughout their lives to generate wealth for themselves and their families.  It is important that they spend time and effort protecting it during life – and after it.

Passing on an estate involves detailed forward planning to ensure no legislative provisions adversely affect your bequests.  If you undertake estate planning early you have a better chance of taking full advantage of tax reliefs available (which change regularly) and can maximise the wealth succession to your beneficiaries.

We provide a discreet estate planning service that includes:

  • Assistance with tax planning when drawing up and reviewing your will
  • Advising on best use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential Inheritance tax liabilities

For further information, please do not hesitate to contact Craig Nicholson.

For more information please consult our Estate Planning Expert...