We can advise you on how to maximise your personal and family wealth by minimising inheritance tax. We can discuss your intentions with you and ensure that your will reflects these in the most tax efficient manner. We recommend regular reviews of your estate to ensure that your intentions are still being met and your exposure to IHT minimal.
Latest Estate Planning News
Autumn Budget 2024
Autumn Budget 2024
How To Check State Pension Forecasts
How To Check State Pension Forecasts
What Tax Changes May Be On The Way From Our New Labour Government
What Tax Changes May Be On The Way From Our New Labour Government
Jointly Owned Rental Properties
Jointly Owned Rental Properties
Do I Need To Complete A Tax Return?
Do I Need To Complete A Tax Return?
Capital Gains on Sales of Listed Shares
Capital Gains on Sales of Listed Shares
Leasehold Properties – New Law Reforms
Leasehold Properties – New Law Reforms
Gifting and Inheritance Tax
Gifting and Inheritance Tax
Urgent Action For Dormant Funds
Urgent Action For Dormant Funds
Lifetime Transfers and IHT
Lifetime Transfers and IHT
Savings Interest and Tax
Savings Interest and Tax
Spring Budget Response on Property Tax