Estate Planning is the process of anticipating and arranging for the disposal of an estate during your life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Most importantly, estate planning is about the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial security. A well-prepared estate plan will also help uncover alternative solutions you hadn't considered or didn't know were available.

Whether your estate is of large or modest value, your estate plan should be part of your total financial strategy and based on solid financial planning principles. In its essence, estate planning addresses the establishment or continuation of a tradition, one that involves the accumulation, conservation and distribution of assets in a tax-efficient manner.

Our dedicated professional and friendly team will be on hand to answer your calls and emails and will be available to discuss any queries you may have giving you extra peace of mind.

It requires a complex interaction of various disciplines and laws.
We appreciate that protecting our clients’ wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our client’s estates.

We achieve this by working closely with other professional advisers (accountants and solicitors) in order to we implement strategies that seek to mitigate inheritance tax.