Estate Planning

a secure financial future for your loved ones

When you’ve spent a lifetime building up your personal wealth, you’d like to think as much of your estate as possible will pass on to the people and causes you care about. 

But with more people finding their estates within the scope of inheritance tax, it’s increasingly important to plan effectively – and well in advance.

We offer confidential and impartial advice to help you organise your affairs as tax-efficiently as possible, identifying the reliefs, exemptions and allowances available to you and your family to reduce the overall liability of your estate.

These might include:

  • Lifetime transfers: gifts to loved ones throughout your lifetime
  • Using a trust to transfer ownership of money or possessions
  • Making use of tax relief when transferring a business or agricultural property.

We can also review your will for you, and make introductions to financial advisors or will writers if required. Get in touch today to find out how we can help with your estate planning.


If you need help with your personal or business finances our team are here to help.

You may find it useful to combine our services to create a comprehensive package. Find out more.

designing and building solutions for you and your family.

Get in touch to find out how we can help you solve your financial challenges.

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