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Over the last decade, the value of property has seen unprecedented increases in many quarters resulting in the emergence of Inheritance tax as a pervasive threat to the value of many estates. The extension of the ability to use both partner’s increased nil rate bands has helped to alleviate the problem for couples, but previous Government action has made estate planning more difficult.

We work closely with clients to ensure that they are aware of the impact that Inheritance tax may have on their estates and devise appropriate strategies to help preserve the value of their intended beneficiaries’ inheritance. This may encompass traditional life assurance planning, the use of trusts or more sophisticated investment vehicles with inherent inheritance tax advantages, or commonly a combination of approaches.

The fact that people are living longer and cannot make even an educated estimate as to exactly how long they will require access to their capital, means that it is important to devise a flexible, adaptable approach and we have a high degree of expertise in this field.

The Financial Conduct Authority does not regulate taxation and trust advice.

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