Inheritance legislation requires planning well in advance because the earlier you make arrangements, then the more opportunities become available so that your beneficiaries receive the maximum amount possible under the legislation. In addition it is important to strike the correct balance between your beneficiaries and ensuring adequate provision for yourself and your spouse in later years and that requires a detailed knowledge of the tax regime.

Our experienced team provide a discreet wealth protection review service to minimise your risk and tax liability that includes;

• Help with drawing up and reviewing your will.
• Making full use of exemptions and lower tax rates on lifetime transfers.
• Optimising lifetime transfers between spouses.
• Transferring assets into trust.
• Arranging adequate life assurance to cover potential inheritance tax liabilities.