Estate Planning

Estate Planning

Our estate planning service helps ensure your wealth is passed to your beneficiaries with the minimum of taxes, hassle and headache.

We do so by combining multiple areas of our expertise:

  • Tax Planning
    • Many of our tax staff have previously worked for HMRC – so we know how to effectively work with them – on your behalf. 
    • We employ an in-house Chartered Tax Advisor (CTA), qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.) He helps our clients reduce their taxes, and risks, by providing the highest quality advice for businesses and high net worth individuals.
  • Investment Management
  • Wills and Probate

Estate Planning Case Study

The Estate Planning Problem

Our client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.

How We helped

We used our combined expertise in: tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate arm will also administer his estate.

The Result

Our client’s estate will be passed on to children and they will save £2m in taxes.

Contact us today to relieve your estate planning headache – and reduce your taxes. You’ll be pleased you did.