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Estate Planning

40% of your hard earned wealth will be paid to HMRC on your death if no measures are taken to prevent this. There are a range of simple techniques that can be used to protect estates of all sizes from this grossly unfair deduction. In providing joined up advice with legal and accountancy advisers the impact on your ongoing income, capital access and family succession concerns can all be taken into consideration.

Not all estate planning is about the avoidance of tax – of equal importance is the comfort and security of knowing that your loved ones will be provided for in the manner and order that you wish.

Thoughts and techniques in this area can include:

  • Personal exemptions and allowances
  • Gifting
  • Trusts
  • Discounted gift trusts
  • Loan plan
  • Discretionary trusts
  • Absolute trusts
  • Deed of variation
  • Whole of life
  • Gift intervivos
  • Lifetime transfers
  • Business property relief
  • Will writing
  • Professional executor
  • Lasting Power of Attorney
  • Family trusts


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