Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family. Sophisticated planning is needed, with decisions to be made on the transfer of assets as well as contingencies for healthcare and burial, guardianship and financial support for children, spouse and family.
These difficult issues are further complicated by constantly changing tax laws.
Your objectives drive what we do. As with our other services, we approach estate planning from the viewpoint of an individual client’s needs.
Working with your solicitor, we can help you explore potential ways of mitigating inheritance tax including life insurance, gifts, trusts, pensions and specialist investments.
This means we can integrate estate planning into overall financial planning for clients.