Estate Planning

Wills, Inheritance Tax and Trusts

The sooner you start to plan for the future, the more options you will have in later life. Any amount inherited over the threshold of £325,000 is usually taxed at 40%. You may also wish to discuss with us how the Residence Nil-Rate Band will affect you. 

There are several different ways to reduce your inheritance tax bill. Our FCA regulated advisers can work with you to create your optimal plan, taking into account wills, gifts, trusts and whole of life policies.

Not all areas of Estate Planning or tax planning are regulated by the Financial Conduct Authority.

Tax treatment depends on individual circumstances. Both your circumstances and tax rules may be subject to change in the future.

Get in touch with our award winning team today