Financial planning
Inheritance tax planning & succession planning
It’s sometimes tempting to put off thinking about inheritance tax, but taking a little time to plan now can help reduce what your loved ones might have to pay – while still letting you enjoy the money you’ve worked hard for.
Our approach
We put you at the heart of our approach, starting with getting to know you, your family, your goals and (where relevant) your business. Inheritance tax can be a complicated area, so it’s important that we understand what matters most to you before we talk about solutions.
Our tax advisers and financial planners will then work together to put a clear plan in place to help minimise inheritance tax on your estate, while making sure you’re still well provided for. Whether your situation is straightforward or more complex, you’ll get a personal, comprehensive service, explained in plain English and at a level of detail that suits you.
How we can help
Life doesn’t stand still. Families grow, businesses change and tax rules are updated. That’s why we build flexibility into your plans and review them with you regularly, so they can change as your circumstances do.
Depending on your unique situation at any point in time, we might look at options such as trusts, investment structures, gifts, wills, life assurance, or making better use of existing reliefs and allowances. For most people, the best outcome is achieved by using a combination of these.
