Estate Planning

Few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

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Estate planning

We make estate planning simple, protecting your assets
Angi Eckersley
Stephan Pownall
Chris Greenbank
and your family’s future.

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Preparation is key

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us know when we will die, this means making the necessary provisions now.

The sooner you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available, thereby maximising the amount that goes to your beneficiaries.

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Discreet and professional estate planning

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Will preparation and review

Help with drawing up and reviewing your will.

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Tax-efficient lifetime transfers

Making full use of exemptions and lower tax rates on lifetime transfers.

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Spouse transfer optimisation

Optimising lifetime transfers between spouses.

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Property transfer planning

Transferring agricultural or business property.

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Trust asset transfers

Transferring assets into trust.

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Inheritance tax cover

Arranging adequate life assurance to cover potential inheritance tax liabilities.

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Start the conversation

As morbid of a conversation it may be, it’s one that should happen before it’s too late, so let’s talk.

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Plan ahead to protect your wealth and wellbeing

Nothing is more demoralising than the thought that a substantial slice of the wealth you worked hard to accumulate will end up in the Government’s coffers! It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

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