Estate and Inheritance Tax Planning for Hampshire & Surrey

Early planning is advised when deciding how your estate is handled upon your death, the reason for this is due to the complex nature of tax relief and opportunities at any given time. Our advice is to act sooner rather than later on inheritance tax planning with a free initial consultation. We ensure that your estate and all you have worked for is optimised for the most tax efficient inheritance scenarios.

Our estate planning service includes

• Help with drawing up and reviewing your Will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities