Estate Planning

There are steps that can be taken to lessen the impact of inheritance tax on the value of your assets. 

We are able to advise on the following:-

  • Tax planning in lifetime and post death.
  • On the completion of inheritance tax returns.
  • The use of trusts to help tax planning.
  • Deeds of Variation in the deceased’s estate.

We are able to make the creation of a trust clear and straightforward. We can assist with creating a trust to deal with different circumstances including:

  • Ensuring that assets are protected from creditors
  • Gaining tax advantages in dealing with lump sum benefits payable under pension schemes
  • Protecting or helping young, infirm or vulnerable beneficiaries

Contact us on

For more information please contact us on estateplanning@berrysmith.com or 029 2034 5511