Estate Planning Service
Our estate planning service helps ensure your wealth is passed to your beneficiaries with the minimum of taxes, hassle and headache.
We do so by combining multiple areas of our expertise:
- Tax Planning
- Investment Management
- Probate Execution and Estate Administration
Estate Planning Case Study
The Estate Planning Problem
Our Client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.
How We helped
We used our combined expertise in: tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate execution and probate administration service will also administer his estate.
The Client’s estate will be passed on to children and his family will save £2m in taxes.
Contact us today to relieve your estate planning headache – and reduce your taxes. You’ll be pleased you did.