Inheritance Tax Planning and Trusts

We share your concerns about paying Inheritance Tax but with knowledge of your circumstances and careful planning this can be avoided or minimised.

Many people put off Inheritance Tax planning and tend to think it is only something to be considered in old age. You will be surprised to know even how many people do not have a Will, but providing financial protection for your family is important.  

Our advisers can help with the whole process discussing with you your wishes and how they can be achieved.  This may involve the creation of a trust which we can advise upon. We will also work closely with your legal adviser on the drafting of your Will.

BARRY JEFFERD View Profile send email HEATHER IRVINE View Profile send email FIONA BOUGHTON View Profile send email JENNA GAYLOR View Profile send email

Back to Main Services Page . Taxation . Financial Reporting . Financial Planning . Outsourced Functions . Specialist Divisions