Wills and Trusts

Do you want to arrange your afairs so that your inheritance tax liability is minimised?

We advise on PETs, discretionary trusts and the optimum division of assets between married couples. The Chancellor of the Exchequer is anxious to gain 40% tax on anything passed on from one generation to another. We strive to find ways of avoiding the worst mindful of the fate of King Lear.

Life assurance and a retirement pension are essential aspects of the financial protection which every family should have. We can advise on these issues. We also advised the optimum time to retire from a business.