Estate Planning
Inheritance tax receipts have more than doubled (HMRC official statistics) from under £2.5bn in 2009/10 to over £5bn in 2021 in part due to the rising cost of homes and the allowances which have been frozen once again until at least 2026.
Most people, if given the choice, would prefer to leave their wealth to future generations rather than to HMRC and our advisers can help to ensure that your portfolios are structured correctly to achieve this.
We advise on a range of inheritance tax planning solutions such as trust planning, inheritance tax exempt investments and insurance policies. Everyone’s needs are different, but a solid plan can ensure that it is your children, and not HMRC who benefit after you have gone.
Financial Planning
Pensions and Retirement
Estate Planning
Insurance Services‘Prediction is very difficult, especially if it’s about the future.’
Nils Bohr