Tax, Trust & Estate Planning
We can provide expert guidance on tax and estate planning. Assisting you to plan in the most tax efficient way and helping you reduce your tax liabilities in all aspects of your life.
After having worked hard to build up your estate, it is important that you have a solid plan in place. This means you can pass on that wealth to the people you care about and minimise the amount of tax you pay.
It's important to make sure you aren't paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.
Tax is often the last thing that is considered by families when a relative dies. However, you should be prepared and plan ahead.
We can talk you through the simple steps you can take now to plan for what is to come. They will help you to structure your estate and financial arrangements so that your assets can pass to your beneficiaries tax efficiently.
Tax Planning is not regulated by the Financial Conduct Authority.
Trust Planning helps you to manage assets for the future, so that you can plan ahead and know that taxation is being mitigated.
Since trusts usually avoid probate, your beneficiaries may access these assets quicker than they might access assets that are transferred using a will.
The Financial Conduct Authority does not regulate advice on Trusts.
As a consequence of increasing property prices more people than before have found themselves being caught liable to Inheritance Tax. If your estate is over the inheritance tax allowance when you die, it will also be subject to a tax, known as inheritance tax.
There are a wide range of investment products which are acceptable to HM Revenue and Customs and which enable investors to reduce their potential liability to either income tax or inheritance tax or both.
Pension scheme members can also reduce their family's liability to inheritance tax on the value of the member's death benefits by arranging spousal bypass trusts.
Ultimately, financial planning will focus on what happens to the estate when you are no longer around, we can help by talking to you about the importance of making a will and the basics of inheritance tax. Should you then wish to find out more about estate planning and inheritance tax we can arrange an initial discussion.
The Financial Conduct Authority does not regulate on Estate Planning.