When making arrangements for the future of your estate, early planning is essential.

Proper estate planning will allow you to take full advantage of the tax opportunities available, and maximise the amount that is passed to your beneficiaries, while also ensuring that you can maintain a comfortable standard of living throughout your golden years.

Our comprehensive estate planning service includes:

  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Help with drawing up and reviewing your Will
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Contact us today to discuss how we can help you to put in place a tax-efficient estate planning strategy.