Estate Planning

We all know the old saying that “the only certainties in life are death and taxes,” but it is all too easy to avoid the sad fact that everyone’s life will end at some point.

Estate planning is a wise precaution as, by planning well in advance of your death, you will have ensured that your assets and family affairs are all in order. Unfortunately, the tax regime relating to estate planning is complex and seeking professional advice from a trusted firm such as ours really is well worth considering. We can help you through the planning process, providing a sensitive and discreet holistic service that takes into account your personal situation and wishes.

The earlier you take professional advice, the greater your chance of taking full advantage of the tax opportunities available and of leaving as much as possible of your hard-earned wealth to your beneficiaries. It will also greatly reduce the stress on your family and other loved ones.

We provide a totally confidential estate planning service that includes:

• Reviewing your will
• Advising on tax exemptions and reliefs available
• Managing lifetime assets up to date of death and advising on transfers to the next generation
• Identifying reliefs on agricultural or business property
• The use of trusts
• Advising on adequate life assurance to cover potential inheritance tax liabilities

Please contact us for a preliminary discussion about this essential, but often neglected, aspect of financial planning.