Estate planning is a key part of what we do and we can help our clients achieve their objectives by providing bespoke advice accordingly.
We work with families, executors and other advisers to ensure the clients benefit from the best possible advice to ensure wealth is passed on as efficiently as possible.
Some of the services we can assist on are as follows:
• Trust formation and planning
• Trust administration such as preparation of accounts, self-assessment tax and inheritance tax returns and dealing with the trust registration service.
• Review tax reliefs such as Business Property Relief, Agricultural relief, spouse exemption, gifts etc.
• Share valuations
• Administration of an estate for probate