Inheritance & Legacy Creation

There are many areas you need to consider when looking to protect your family wealth. Planning can ensure your estate passes to those you choose.

We can give advice on the following: 

• Inheritance Tax Mitigation
• Trusts 
• Gifts 
• Annual Allowances 


Fact: HM Revenue and Customs can become the single largest beneficiary of your estate and in 2015/16 they are forecast to collect £4.2 billion in Inheritance Tax.


NB: Please note the Financial Conduct Authority does not regulate taxation and trust advice.