We make the complicated simple, so the right people benefit from your estate
- Because you don’t want most of your estate to go to the tax man
- Because you want to provide for your loved ones after your death
- Because you have a complicated estate – but want solutions you can understand
Estate planning is vital if you want your chosen beneficiaries – your family, friends or a chosen charity – to enjoy the majority of your estate. Effective planning can considerably reduce – or even mitigate completely – inheritance tax liabilities.
But it can be complicated. We excel at finding efficient, simple solutions – and making complex ones intelligible. We will help you calculate your likely inheritance tax liability, navigate the complexities of inheritance tax rules and find effective solutions to reduce the liability, exploring all of the available options to find those that match your financial and personal circumstances the best.
Effective estate and inheritance tax planning require a combined approach of legal and financial investment advice.
As one of your chosen professional advisers, we work to provide the best holistic solution to meet your goals.
Based in Brighton, we’ve been successfully helping clients across Sussex, Surrey, London, the UK and the world reduce their inheritance tax bills for 70 years.
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Our expert wealth management advisers will be delighted to answer your queries