Estate planning isn’t just about passing on money during your lifetime or when you die – it’s also about enjoying life now and ensuring you have enough to live on. This is why it’s so important to start planning early. Using Cashflow Modelling 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.
You may wish to retain an element of control when passing on assets; whether for school fees, a deposit on a first house or you simply want to ensure the money stays within your family. We can give you advice that helps you do this, as well as planning effectively to use your allowable exemptions along the way. Our advice will ensure;
- Your wills are valid and up to date
- Your assets are structured correctly
- Your exemptions are maximised
- Any gifts you want to make are made in the right way
- Trusts are put in place where required which are tailored to your needs
- Suitable insurance is put in place where needed
The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning.