Estate Planning
Inheritance tax (IHT) can significantly erode the wealth you pass on to your loved ones. We can help you to finance your retirement and provide for your dependants.
Although government legislation has restricted some of the more elaborate IHT schemes, there are still many planning options.
We work closely with our trust and tax teams to help you with such schemes as;
- Trustee investments
- Discounted gift schemes
- Gift and loan schemes
- Life assurance plans
