Estate Planning and Trusts
There is an increasing demand for effective Estate Planning with a focus on the most tax efficient way of passing wealth down the generations.
Successful Estate Planning is twofold. It should ensure that you can maintain your desired lifestyle, with access to sufficient income and capital, whilst also planning for the next generation and minimising the eventual inheritance tax bill.
Our financial planners are experienced in this complex field and can advise on the use of available Inheritance Tax exemptions and gifting rules. We also specialise in the use of trusts as a means of gifting monies to specific named individuals / beneficiaries. It is crucial that the correct trust is selected at outset and will be determined via the level of control and / or access you wish to retain.