Estate planning
Estate planning for the future, leave your legacy intact…
Estate planning is important to everyone, whatever your age. However, you will be surprised how many leave planning their estate too late, or they take actions, without professional advice, which are then hard to rectify.
Leaving behind a legacy is important. It’s what our friends and family will remember us for.
Part of your legacy is saving those left behind to manage your Estate the hard work when you’re gone.
Your estate will usually be subject to inheritance tax (IHT) meaning that whoever your beneficiaries are they might not receive as much as you’d like.
Inheritance tax has the potential to cause your loved one serious grief if they’re hit with a bill from HMRC when they’re still mourning your loss.
Thankfully, we’re here to help.
Reach out to us
We’re here to help at the end of the day. Let’s find out what we can do to make your life that little bit smoother.
Estate planning and IHT
With proper planning IHT can be reduced which will leave your loved the benefits they need, and your estate will be in a great position to be managed by your executors in the future.
There are some clever ways in which our specialist Private Client tax team can help to reduce your IHT, including distributing your wealth and assets before you die, either as gifts to your family; by setting up a trust; by making regular donations to charity; or by using nil-rate band transfers.
Our private client tax team are experienced and careful enough, to help ensure your wishes are carried out, with an eye on legality and compliance, and an attitude of compassion towards everyone involved.
If you would like to speak to a member of our Private Client tax team about Estate Planning, contact us or telephone us on 020 7870 9050. Or you can visit our web chat in the bottom right corner which is manned during office hours and you can leave a message out of hours.
The RPGCC team are always just a click or call away.
