Estate Planning

Our primary concern is assisting our Clients to continue enjoying the lifestyle to which they are accustomed throughout their lives.  Increasingly, this needs to be done in conjunction with a desire to pass assets to children or grandchildren, either involving gifting during a Client’s lifetime to assist on such things as home purchase or educational costs, or ensuring efficient transfer of assets on death with Inheritance Tax mitigation being a key issue.

We can assist in this process, not only in terms of ensuring our portfolios are sufficiently adaptable to meet changing requirements, but also advising on the use of specialist tax wrappers with Inheritance Tax mitigation in mind, often in conjunction with a Client’s legal advisers.

Estate Planning