Estate Preservation

Inheritance Tax Planning & Wills

Many of us fall into the inheritance tax bracket - very often without realising it.

Avoiding inheritance tax with a 'discretionary will trust' is one posible solution - it is perfectly legal and leaves you in control of your assets and income while you are alive.

Just as important is the fact that it leaves you or your spouse in control of assets and income when one of you dies.

So if you don't want to leave up to 40% of the value of your house and savings to the HMRC, this should be the cornerstone of your personal financial strategy. For most married couples, this tax mitigation strategy is usually the most cost effective, and it can even be used for avoiding inheritance tax on the family home.

If you want to ensure that your hard-earned cash goes where you want it to, and not to the taxman, contact us for advice. Proper planning can greatly reduce, or even wipe out completely any such tax liability.