Lifetime and Post Death Tax Planning

Maximising your Legacy

There is much that can be done to minimise inheritance tax and therefore maximise the legacy being left to your loved ones, or preferred beneficiaries. Good, intelligent planning really can make all the difference.

Individual Solutions

By looking at your situation as a whole, we’ll use our technical expertise and planning skills to create a solution that works specifically for you.

From astute lifetime gifts to careful succession planning, we’ll consider each and every option to help reduce your family’s tax liability.

Our expertise includes:

  • Lifetime gifts
  • Succession planning
  • Equity release
  • Financial advice