This service concerns the implementation, monitoring and updating of strategies to ensure your assets are distributed according to your wishes. We focus on reducing the tax payable on wealth passed to your beneficiaries.
We will help to ensure that you are fully aware on an annual basis what your Inheritance Tax reliefs and thresholds are and our recommendations will ensure you are doing everything possible to minimise any IHT liability.
We can advise on all relevant trusts that you currently have and can also make recommendations about taking out new tax efficient arrangements.
We will work with your other relevant professionals such as the family solicitor to formulate the optimum strategy for your needs. We can also recommend local professionals that you can trust if required.