Making sure that we protect our wealth for posterity in the most efficient way is everyone’s ideal scenario.  We can help you avoid the common pitfalls and issues in these emotive areas.

Keeping it in the family and aiming to pay as little inheritance tax (IHT) as possible is most peoples’ wish, after all you have worked hard to build your savings and assets.

It is possible to reduce potential IHT liabilities and control how your assets are used by future generations.  Protecting your children’s or grandchildren’s legacy, or in the event that your spouse remarries are all areas that we have experience in assisting clients.

Wills, Power of Attorneys & Estate Planning – these are all services which are offered to clients and their families.  We will cover these emotive areas within our meetings and you really cannot underestimate the importance of getting these areas right.  Having the correct arrangements in place prevents so many hurdles and time delays, often when you feel least able to deal with it all – planning ahead is essential.

Please note that Wills, Power of Attorney work and certain tax/taxation advice is not regulated by the Financial Conduct Authority.