Estate Planning

Estate planning is about ensuring that the right people will receive the right proportions of your assets on death.

We have extensive experience in financial planning and use a variety of tools and trusts in order to mitigate inheritance tax liability - ensuring that your wealth is protected as much as possible.

We can provide tailored guidance and advice through the many different aspects of estate planning such as; wills / power of attorney, trusts, tax planning and use of available exemptions and allowances.


Estate Planning


Please note, Tax and Trust Planning is not regulated by the Financial Conduct Authority. Not all Inheritance Tax Planning Solutions are regulated by the Financial Conduct Authority. Wills and Power of Attorney are not regulated by the FCA.

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