IHT and Trust Services

Many families find it uncomfortable to discuss Inheritance Tax but avoiding this subject can result in the Taxman becoming entitled to up to 40% of a large part of your Estate.

Taking action now can make sure this does not happen.

Our in-house personal tax specialists can work with you to provide innovative solutions to protect your assets and ensure that the people you want to inherit your wealth are the ones that do. 

Trusts are just one option to consider when considering your Estate planning.  Most people think Trusts are complicated strategies for the mega wealthy, in fact they can be very effective in planning estates with moderate levels of wealth. They play a role in protecting your wealth for your loved ones should your surviving spouse remarry, in the event of marital disputes or concern over unwise spending.

If your assets amount to more than £650,000 then you need to speak with us.

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