People tend to consider inheritance tax planning later in life. However, there are some simple and effective ways to do this much earlier and avoid the risk of leaving family members with the burden of hefty inheritance tax bills.
We advise individuals, families, and business owners and aim to give super personal service for a super personal subject. The remit of our advice is tailored and covers matters such as:
- Declarations of Trust
- Discretionary Trusts
- Life Interest Trusts
- Nil Rate Band Allowances
- Advice on lifetime gifting
- Inheritance Tax Relief
- Business Property Relief
- Agricultural Property Relief
- Deeds of Variation
- Capital gains tax and income tax advice
Creating a Will during lockdown
Creating a Will does not have to be a longwinded process and is something we are able to offer remotely, respecting the need for social distancing at this time.