Head Office:
01953 851151

Branch Office:
01603 967851


Estate Planning

The rise in property values over the last 25 years has resulted in a significant increase in the amount of Inheritance Tax (IHT) raised by HM Revenue & Customs and we can help plan your financial affairs, both during your lifetime and on death, to ensure that your liability is kept to a minimum. Having calculated your current IHT liability we can suggest ways of mitigating this by taking advantage of the IHT allowances, lifetime gifts, the use of appropriate trusts and the redrafting of wills.

Changes in legislation can upset the best laid plans and so regular reviews of this important area are essential.