Inheritance Planning

Peace of mind for you and your family

We understand you probably don’t want to think about what happens after you’ve gone. But when you’ve worked hard for everything you’ve got, we think you should be able to pass it on to your nearest and dearest.

With our help and some simple steps, you can protect your wealth and stop up to 40% of it disappearing in inheritance tax. It’s never too late to start planning, but this is one area where the sooner you do it, the better.

There are many reasons why people come to us for help:

  • Maybe it’s ensuring your children inherit as much as possible.
  • Perhaps you want to help them now while you can see them enjoy it.
  • It could be that you’ve received an inheritance and aren’t sure what to do with it.
  • Or perhaps there are causes you’d like to support but aren’t sure what tax implications that might have.

We can help you get your affairs in order. Then you can get on with living your life to the full, safe in the knowledge that even after you’re gone, your loved ones will be fine.

Client Testimonial:
Mark and Alison Chamberlain

We’ve worked with Mark and Alison for many years, through many changes and twists and turns of their lives. They really value the peace of mind that we have been able to bring them, by working closely with their family and the ebbs and flows that life brings.