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. The FCA do not regulate tax advice, legal advice or Wills and Trusts .

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
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

A thoroughly complete and professional service with the needs of the client always being paramount.

John Robertson

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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