Estate Planning And Asset Protection
Protection for you and your family, now and in the future.
As well as making a difficult time less stressful for those who deal with your affairs after your death, proper planning can reduce your tax bills and ensure you make the best provision possible for your loved ones.
Every person has a different point of view and different priorities when it comes to how they want their estate to be dealt with. For some, minimising the amount of Inheritance Tax due on their estate to enable more to be passed on to their family is paramount. For others, their concerns are focussed on protecting young or vulnerable family members. Where family relationships are complicated, minimising the potential for tensions and disagreements to arise or escalate might be of more importance than tax efficiency.
Whatever your circumstances we can help you to take a holistic view of the issues that matter most to you and put in place the best arrangements to achieve your goals.
Estate planning can also mean establishing a clear path for continuing a business which you have built from scratch or which has been in your family for generations. We work closely with our Family Business team and are well placed to understand the challenges of managing such a transition when your colleagues and employees are also your relatives.