Welcome to our Guide to Estate
Preservation. Effective estate
planning aims to ensure that the
wealth you have accumulated during your
lifetime is distributed to the right people, at the
right time and as tax-efficiently as possible.
Preserving and enhancing your wealth is one
of our core objectives. You’re likely to want to
pass as much of your wealth to your loved ones
as possible. And you’ll want to provide for your
dependents, especially your spouse and children.
We’re here for all of life’s milestones to help
you prepare for the future. We are able to
help you navigate the complexities of estate
planning, Inheritance Tax and setting up
trusts, for seamless family transitions.
Inheritance Tax is no longer confined to
the super-rich. If, like many people in the UK,
your assets exceed £325,000, being subjected to
a 40% tax bill upon inheritance can exacerbate
an already stressful time for your loved ones.
But with careful tax planning, we can help you
preserve more of your estate legacy, without
compromising your financial security. The
average bill for an estate paying Inheritance
Tax is over £170,000.