Estate & inheritance tax planning

Discussing death can be challenging, yet it is an inevitable reality. Properly planning for inheritance tax is crucial to ensure that assets are distributed to chosen beneficiaries according to the deceased’s wishes. Our firm specialises in providing guidance on estate planning, including wills and trusts, tailored to the unique requirements of each individual client. We understand the importance of personalised approaches in this sensitive matter. 

Our private client team can advise on all aspects of estate planning and inheritance tax mitigation. Clients come to us for advice including:

• Wills for clients with complex and/or high-net-worth estates.
• The incorporation of trusts within wills and the constitution of those trusts after the death of the client.
• The creation of lifetime gifts and trusts to reduce inheritance tax and utilise all available inheritance tax planning and current available tax relief.
• Advice where some assets such as property are owned outside of the UK.
• Post-death estate planning, including deeds of variation and the restructuring of Will trusts with retrospective effect for inheritance tax purposes.
• The tax consequences of setting up a trust.