Estate Planning Overview

Ensure your financial future is covered

The difference between Estate Planning and Inheritance Tax Planning is Estate Planning is deciding where and how you wish your estate to be distributed. Inheritance Tax Planning is using existing reliefs, exemptions and tax planning strategies to reduce the IHT liable, making use of the various legal mechanisms to reduce the value of your estate.

You should bear in mind you will probably need access to your capital or income in the future – so it is advisable to seek professional advice.

CONTACT USFIND USREFER A FRIEND