Estate & inheritance tax planning
Safeguarding your wealth for future generations
Helping to reduce your IHT liability
Through careful estate planning, you can take steps to minimise the impact of taxes and other costs on your estate and help ensure your assets are given to the people and organisations you care about after you’re gone.
Understanding your objectives
Estate and inheritance tax planning is an important part of wealth management and forms part of the tax planning process. It can help to minimise the impact of taxes and other costs on your estate following your death.
Effective planning ensures you pass on more of your wealth to your chosen beneficiaries while paying less inheritance tax (IHT). Our advisers can help you put strategies in place to minimise your IHT liabilities.
The right solution for you will depend on your personal circumstances. We can work with you to discover what these are and how best to move forwards.
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Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice.