To get help with your estate planning needs, please contact us. 

To get help with your estate planning needs, please contact us. 

Estate Planning 

Estate Planning 

Use our estate planning service and we’ll provide an accurate reconciliation of your estate assets and liabilities every year. 
 
This will establish the value of your estate and will enable advanced calculation of the potential amount of inheritance tax your estate may have to pay. 

Frequently Asked Questions 

Frequently Asked Questions 

Q: What’s the advantage of estate planning? 

A: Our estate planning service provides an annual financial reconciliation of your estate and confirms the potential current inheritance tax payable. This helps to reduce probate fees once you’ve passed away. 

Q: What’s the current level for inheritance tax? 

A: The current level for inheritance tax is £325,000 for a single person or £650,000 for a married couple. 

Q: What are trusts? 

A: Trusts are a legal way of protecting your assets and ensuring they are looked after for years to come. They can be used for tax planning purposes. 

Q: Can you help us set up trusts? 

A: Yes. There are several trusts that we can implement for you, the most popular being: 
 
Family probate trusts 
Family will trusts 
Homeowners will trusts 
 
Other services are also available: 
 
Deed of variation 
Severance of joint tenancy 
Transfer of equity 

Q: Can you advise on other ways of tax planning? 

A: Yes, we offer advice on other tax reliefs, including: 
 
Residence nil rate band (RNRB) 
Annual gift 
Marriage / partnership gifts 
National purposes 
Political parties 
Tapering relief 
Quick succession relief 
Small gifts to one person 
Lifetime transfers 
Charity donation relief