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Estate planning & trusts

Estate planning and trusts are an essential means to pass on wealth to the next generation, by minimising the amount of Inheritance Tax that you pay.

You’ve worked hard all your life, so you’ll understandably want to pass on the wealth you’ve generated to the people who are important to you when you are no longer here.

Protecting your assets and wealth needs careful planning earlier in life to achieve great results for your family.

We can provide knowledgeable and proactive Inheritance Tax planning advice throughout your life so that your family can benefit the most from your estate.

Depending on your personal situation, a trust might also be an effective way to help preserve your family’s wealth for the benefit of future generations.

We can advise whether a trust is the best option for you. We’ll also advise which type of trust fund is best for your needs and which assets should be put into a trust to minimise Inheritance Tax.

Our full range of estate planning services includes:

  • Inheritance Tax (IHT) planning
  • Lifetime gifting strategies
  • Estate valuation
  • Will planning support
  • Business succession planning
  • Asset protection planning
  • Tax advice on charitable giving
  • Advice on the use of trusts
  • Trust creation and structure advice
  • Trust tax planning
  • Trust accounting and compliance
  • Trust administration
  • Advice for trustees and beneficiaries

Need assistance with trusts and estate planning?

If you are looking to pass on wealth to the next generation, it is important that you seek knowledgeable advice early in life.

Our great people are focused on delivering great results for you and your family, so speak to us today.