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.