In terms of your personal estate, it is important that your assets are passed on to the people you wish to benefit. We can advise on drawing up your will or reviewing your existing will to ensure that they are put together in the most tax efficient manner.
As part of the process, we can review your Inheritance Tax position to ensure that you are making the maximum use of the available exemptions, reliefs and tax efficient opportunities, including the use of family investment companies and trusts.
An overall review of your assets would also include any business interests you may have and whether you have considered the transfer of your business either during your lifetime or upon your demise. We can guide you through the succession process so that your affairs are structured in the most tax efficient manner.