01273 390 561

Client Area

Personal Tax and Estate Planning

Tax and Estate Planning

Tax and Estate Planning

Our tax and estate planning services have been designed to ensure matters in relation to your estate are well planned for, so that you can pass on as much of your hard-earned wealth to your loved ones and help support them after your death.

Our tax planning services include:

  • Inheritance tax mitigation
  • Estate planning and administration
  • Gifting
  • Charitable giving
  • Tax planning strategies

If you would like to find out more about our tax and estate planning solutions or would like to book a consultation with one of our tax advisers, please contact us today.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Tax and Estate Planning Services

Charitable Giving

Advice on the most tax efficient forms of charitable giving.

Estate Planning

Support with the administration of an estate following a death.

Gifting Money

Gift money to reduce the value of your estate for Inheritance Tax purposes.

Inheritance Tax

Help mitigate Inheritance Tax (IHT) and ensure your family can access benefits after your death.

Interested in finding out more?

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