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Inheritance Tax

Planning in advance is essential to reducing the amount of inheritance tax you will pay. It will also ensure that you pass on the maximum assets to your beneficiaries.

We can offer you a range of options for inheritance tax planning – from ensuring you have an up-to-date will, to utilising trusts and settlements for your beneficiaries during your lifetime. Combined, these and other options can create a robust legacy that can provide for many generations to come.

We can provide a full estate tax planning service by establishing the appropriate structures, the provision of executors and the on-going administration of accounts of estates and all aspects of taxation and accounting.

Everything we do will be tailored to meet your individual financial requirements.

Understanding your financial requirements & aspirations is essential to the way we work.

For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com

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Registered Office: 1 Curzon Street, London W1J 5FB. Registered Number 01000403
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.