Tax Planning

We will advise you on the best way of planning your affairs during your lifetime and of minimising any inheritance tax payable on your death.

Our Private Wealth team can guide you through this complex, ever changing area of law, so you can preserve your wealth for the next or future generations.

Minimising the amount of inheritance tax payable on your estate, ultimately maximises the amount of inheritance you pass on to your loved ones. We can advise you on the best way of planning your estate during your lifetime, so you can take advantage of inheritance tax reliefs and exemptions, to make your estate tax efficient.

It is not only important that you have a plan in place, but also, it is important to keep your plan up to date as the complex web of tax rules are constantly changing.

Our Private Wealth team will help you plan your estate as part of your wider succession plan. They will also notify you when the rules change, so you can keep your estate up to date.