Estate Planning
For many, the fact that wealth which has been subject to a range of taxes throughout life, should then be subject to further tax on death seems inequitable.
There are a range of strategies that can be employed to mitigate Inheritance Tax, from taking advantage of the various exemptions to more progressive planning which tends to involve either sacrificing access to capital and/or income or accepting some degree of investment risk.
Our planners will explore all the options with you highlighting the advantages and disadvantages before putting forward a suitable strategy.
