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Estate Planning

Experts in Estate Planning

Inheritance tax is complicated. Whether you want to provide for dependants, distribute property or ensure your legacy lives on, you need to structure your estate carefully. The right mix of trusts, investments and gifts can do this, reducing what’s paid to HMRC and increasing what goes to your family.

The specialist IHT planning areas we can advise you on include:

  • How to make Potentially Exempt Transfers

  • How to make Chargeable Lifetime Transfers
  • How can you benefit from Business Property Relief
  • How you can qualify for the Residence Nil Rate Band
  • How you can use trusts to protect assets
  • Avoiding gifts with reservation of benefits

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