Estate Planning

Estate planning or Inheritance Tax planning plays an important role in any effective financial plan. Put simply, it is the area of financial planning which seeks to protect your assets from tax liabilities for future generations.

Many clients come to us because they know it is a very complex subject matter and they are keen to preserve their wealth, so that their family members and loved ones do not end up paying more in tax than they need to.

Diligent and pragmatic estate planning gives you reassurance that everything is taken care of and takes the pressure off your family.

Some forms of tax planning is not regulated by the Financial Conduct Authority.