“Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” - Roy Jenkins

Estate and legacy planning is not just about saving inheritance tax, important though that is to many people. It is basically about getting the right money into the right hands at the right time.

The most important question is how much wealth will you need to protect your own lifestyle (and that of your widow/er) for the rest of your life/ lives. That requires careful financial planning, which is the starting point for our advice with every client.

Then you can work out how much surplus wealth, if any, you may have now or at some time in the future.

Then you can consider what you would like that to achieve. Think in terms of results- the people you want to benefit and and the effect on their lives you want to achieve.

It’s vital to get the right ownership and control structures in place to achieve this, and of course to save tax where possible. Getting the right wills and perhaps trusts properly drawn up by good lawyers is something we’ve helped our clients achieve over many years. We have excellent working relationships with some great firms of lawyers and of course we can very easily work closely with your existing lawyer if you choose.

It all begins with a conversation, so contact us to talk about it.