Expert estate planning services
The taxman can take up to 40% of your estate. Effective estate and inheritance tax planning is therefore essential to help minimise the tax due and protect your wealth for future generations. It also provides reassurance for you and your family that there will be no unknown surprises, as well as control over how your assets are used and controlled by future generations.
As Chartered Accountants established for over 35 years, we have significant experience in estate and inheritance tax planning. Over the years we have created tax efficient solutions for a variety of estates of different sizes, structures and legal arrangements.
We have an intimate knowledge of saving strategies, trusts, inheritance tax and financial products that will allow you to grow your savings, avoid tax or appoint your successors in a manner tailored to your needs.
Why choose us?
We treat clients as individuals and tailor our plans to your specific needs. We hold a series of face to face meetings with you and your family to understand your current circumstances and future plans for your estate. We then advise on the most tax efficient arrangement and the structure you need to put in place to achieve this.
You can also read more about us and the way we work.
Join us for a free consultation
We're happy to give financial advice on any business or personal matter. Feel free to talk to us over a cup of coffee in person, by video call, or over the phone.