Our Wealth Management team will work closely with our tax specialists to make sure you are maximising your investments and protecting your assets. Through this, we can come up with a holistic plan that is arranged in the most tax efficient manner possible. We review this plan regularly and deliver further proactive advice following changes to tax legislation to make sure you maximise your tax efficiency over your lifetime. 

Inheritance tax, capital gains tax and income tax all need to be considered as part of any sustainable financial plan. These are all areas where we can help.

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We can advise on

  • Allowances and exemptions
  • Mitigating capital gains and inheritance taxes to protect more of your estate for the benefit of your loved ones
  • Tax efficient investment wrappers to ensure your investments work hard for you and grow free of tax
  • The various levies and taxes in the UK and abroad which may apply to you
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Inheritance Tax and Estate Planning

For all of us, planning how to leave wealth to loved ones is an emotional process. With thresholds at £325,000, many people will get caught in the inheritance tax net. 

Additionally, the introduction of the residence nil rate band (up to an additional £175,000 per person depending on the value of your main residence and other criteria being met) in recent years brought additional planning opportunities and also other considerations for how your wealth is structured. Our specialist team of tax advisors can help you understand if you qualify for the residence nil rate band.

Our estate and taxation specialists can help you to plan in a way that protects your wealth and maximises the value of your assets, to give you peace of mind and allow you to pass on more to those you love.

Our dedicated team can

  • Review your current situation and help you with a strategy to manage your assets
  • Provide guidance on “gifting”, including the use of trusts and lifetime transfers.  We can carry out a cash flow forecasting exercise to ensure before you make any gifts as part of your inheritance tax planning you will still have sufficient funds to live the life you want to
  • Help with understanding the use of reliefs, exemptions and lower tax rates, including recent new reliefs. We can provide you with a full summary of the related changes announced by the UK Chancellor in future Budgets
  • Arrange adequate life assurance to cover potential inheritance tax liabilities. Our advisors are fully independent and utilise a whole-of-market approach so they can recommend the best available contract to meet your individual requirements
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Whether you know what you need or just want to explore your options, we're here to help.

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