Estate & Trust Planning Guide

Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible. 

This guide addresses the main arrangements available to individuals. The language used throughout this guide is technical due to the nature of the subject. We always recommend that you obtain professional financial advice before making any decisions. We can help you understand these technical issues and make any decisions that are appropriate for your personal circumstances.

It‘s not easy projecting yourself into the future and seeing what‘s around the next bend. Benjamin Franklin famously said: ‘Nothing can be said to be certain, except death and taxes.’ But while there’s nothing any of us can do about the former, there are steps you can take to legitimately reduce a potential Inheritance Tax liability. By structuring your assets in a tax-efficient way, you can make sure everyone is provided for in the future.

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