Estate Planning
With house prices, especially in the South East, rising considerably higher than the Inheritance Tax threshold, and tax at a rate of 40%, estate planning has become a vitally important area of many clients’ overall tax planning strategy.
There is a balance to strike between transferring assets out of the estate to reduce Inheritance Tax and retaining sufficient funds to provide necessary income in later years. We can provide assistance with drawing up wills, in particular tax-efficient clauses for passing assets down a generation.
