Carefully planning the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries.
We can provide a full estate planning service by establishing the appropriate structures, including acting as executors and help with the on-going administration of your estate and all tax and accounting.
We can also offer you a range of options for inheritance tax planning, where we can work closely with our financial planners – 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 always listen and take the time to understand your requirements, and ensure our service meets your needs.