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.
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