It’s easy to put off estate and inheritance planning. But without the right strategy, your loved ones could be losing out. HMRC collected around £4.84 billion* in inheritance tax during 2016-17.
We start your estate and inheritance planning by looking at the overall value of your estate including your investments. Our experts then seek to carefully understand your goals, your dependents and your wishes, including particular legacies, before devising a tailor-made, tax efficient, secure inheritance plan with you.
*Source HM Revenue & Customs – July 2017
Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority