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Inheritance Tax Planning

We have been helping our clients with estate planning, trusts and probate for many years. Our clients are mainly high net worth individuals but we also assist with smaller estates and with elderly client services generally.

OUR SERVICES INCLUDE:

  • The preparation of tax-efficient wills
  • The administration of estates and trusts
  • The implementation of tax saving trusts during life and on death
  • Varying wills after death to add tax planning provisions
  • Asset protection

Our top priority is client service, allied with an in-depth knowledge of the law and practice in this area. Although many of the documents we prepare are very technical, we aim to ensure that not only do they reflect our clients’ wishes, but also that each client understands the principles involved, the implications of their decisions, and is completely happy with the provisions made.