Inheritance and Tax Planning


Planning ahead for when you die allows you to set out clearly who should receive a benefit from your Estate. We can help you think through your plans and their financial impact. Our aim is to ensure that your Estate passes to your chosen beneficiaries.

Planning for life after death may be difficult. However, it is a process of simply taking care of the people who are important to you. Your Estate may be subject to inheritance tax. Correct planning allows you to consider reliefs and exemptions. Taxes both in life and in death are a certainty and with the correct planning your liability for these can be considerably reduced. We understand the rules and implications of these decisions. We will explain these in a simple way and point out to you the potential savings which may be available to you.