“Passing on your assets effectively

Estate planning isn’t just about passing on money when you die – it’s primary focus is on enjoying life today and ensuring you have enough to meet your needs. This is why it’s so important to start planning early. We can show you how much money you will need, help you to pass on assets in the most effective way, and work with you to reduce or manage an Inheritance Tax bill.

Many people want to keep an element of control when passing on their assets. They may want their money to be used for a particular reason, such as paying for school fees or for a first house deposit. Or they may just want to make sure their money stays within their family. We can give you advice to ensure your money ends up with the people you want, for the reasons you choose in the most tax efficient way.

We can advise you on and help you to navigate through the following areas:
– Utilising exemptions and reliefs
– Gifting of money or assets
– Structuring your affairs to provide for you, whilst removing assets from your estate
– Creation and use of trusts (onshore and offshore) as part of your wealth planning