Trust and Inheritance Planning

With Inheritance Tax allowances frozen for several years now, more people than ever before are finding themselves subject to a potential 40% tax charge on death. We aim to show our clients that Inheritance Tax is not just a “death tax” but that, quite on the contrary, there are various lifetime planning options available to mitigate tax exposure.

Whilst certainly not the only planning strategy, we regularly advise our clients on the use of family Trust structures, securing tax advantages as well as safeguarding family assets. It is vital that our clients understand and are comfortable with the long-term implications of establishing a Trust which requires holistic consideration of Income Tax and Capital Gains Tax as well as Inheritance Tax along with advice on all associated non-tax drivers and consequences.

• We can quantify your potential current exposure to Inheritance Tax to give you a clearer insight into your assets and liabilities and thereby assess whether you should consider planning now
• Our specialist Inheritance Tax team will provide bespoke advice on the tax mitigation options available to you and recommendations on how best to implement appropriate tax planning strategies.
• We provide peace of mind that your family wealth is protected and preserved for the benefit of future generations.