Our comprehensive estate planning services include:
- Assistance with drafting and reviewing will
- Optimise lifetime transfers between spouses
- Converting assets into a trust
- Transferring business or agricultural property
- Making full use of lower tax rates and exemptions on lifetime transfers
- Organising sufficient life assurance to cover potential inheritance tax liabilities
During estate planning, we consider various important factors, including property and investment, deciding what you want to leave as a financial legacy. All this is accomplished in the most tax efficient manner. In order to determine and tailored your estate plan, we will analyse your complete financial status and circumstances.