Inheritance tax planning
We typically advise individuals and families over many years. As legislation changes and your needs also change, we will review your estate and fine tune your planning so that you can continue to enjoy your lifestyle whilst protecting your future financial goals.
Our tax experts hold qualifications from the Chartered Institute of Taxation and the Society of Trusts & Estate Practitioners (STEP). They can advise you on:
- Trusts for children and grandchildren
- Inheritance tax planning
- Lifetime gifts
- Charitable giving
- International estate planning
- Tax efficient will planning and probate guidance
We offer a free initial consultation, where we can discuss what you would like to achieve and the options available to you. Get in touch with any of our experts below or call us on +44 (0)330 024 3200 and we can arrange a suitable time with you. We are happy to meet either in-person (Covid-19 restrictions allowing) at a location convenient to you or over the phone or Zoom.