Estate Planning

Estate Planning

Giving your chosen beneficiaries a head start

You may want to consider how you can pass on your hard-earned assets to the next generation and how you minimise the inheritance tax bill.

We can help you structure your assets appropriately to pass more of your wealth to your chosen beneficiaries. We will review your current situation and help you determine how you want your estate to be distributed and keep you appraised of the current rules, as levels and bases of taxation are liable to change.

Our Wealth Planners will then explore the different estate planning strategies you can consider to aid the efficient transfer of wealth to the next generation, including lifetime gifting and utilising available reliefs and allowances. We can guide you through the rules as they affect you and can formulate a plan which aims to reduce your tax bill.

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020 7600 1660