Tax & Estate Planning

Our integrated approach to financial planning includes a detailed review of your overall financial position and takes account of personal tax and how this impacts you.

One of the key areas is estate planning.  After a lifetime of creating wealth we help you ensure that you are able to pass on your estate to the next generation in the most tax efficient way. The start of this process is to identify how you wish your estate to be distributed.  The next stage is to determine your lifetime giving and gifts which will be made through your estate.

With HMRC increasing the amount of inheritance tax they receive each year it is important that as much of the family wealth is passed onto the next generation.