Perhaps one of the most undervalued and misunderstood areas of financial advice is effective inheritance tax planning*.
Unfortunately, many assume that everything will automatically be passed on to our partners or children and this is simply not the case. Failure to have an effective estate planning in place could leave your loved ones with a substantial tax liability once you’re gone, reducing the value of the estate that they inherit.
We can help! Whether it be setting up Trusts, making tax-efficient wills or advising you on the best way to transfer your wealth during your lifetime, we can advise you on the best ways to preserve your estate and safeguard your family finances no what the future holds.
*Tax planning is not regulated by the Financial Conduct Authority