Estate Planning


Our wealth planning strategies could help avoid HMRC becoming your largest single beneficiary and save your family hundreds of thousands of pounds

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This guide is written as an overview, outlining how a simple looking addition to the Inheritance Tax (IHT) rules actually has some complexity to it

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If you are beginning the legacy and estate planning process, your first concern may naturally be how to maximise what you give to your family and favourite charities by minimising what you pay in taxes. However, legacy planning is a very challenging exercise and this is where our expertise and advice come in

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