Estate Planning

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

Department: Private Client

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If you would like a no obligation discussion, please feel free to contact us either by phone on 02920 345511 or emailing us below.

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Our approachable team of dedicated professionals have extensive legal and practical experience. So if you have a legal problem, we can help you out.

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