Estate and inheritance
tax planning

Could you support your family now, whilst you are here to see them benefit?

Are HMRC currently your biggest beneficiary?

Have you mitigated against delays due to probate?

Fundamentally, Estate and Inheritance Tax planning is all about making sure the right amount of money goes into the right hands at the right time. Your Estate is made up of everything you own, so it’s important to ensure that everything you have worked so hard to obtain, benefits the people you choose.

How can we help you with Estate planning?

Out of all of the planning areas, Estate planning is arguably the most complex. Receiving the right advice for your situation is imperative, it must balance you and your family’s current and future needs to be truly effective.

Writing a Will is rarely enough, this is just the start…

We are here to help you navigate your way through these complex rules, requirements and regulations as well as identifying your available allowances.

We can advise you on:

Valuing your Estate for Inheritance Tax purposes
Inheritance Tax mitigation
Intergenerational planning
Gifting and the allowances available to you
Potentially Exempt Transfers (PET’s)
Chargeable Lifetime Transfers (CLT’s)
Whole of Life insurance policies
The use of Trusts

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Will writing and Lasting Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and along with Trusts are not regulated by the Financial Conduct Authority.

Choosing Morris Powell for Estate planning

Estate planning can be intimidating and unnerving but by taking the time to gain a deep understanding of your wishes, we can focus in on what is important for you and therefore can help you to prioritise your next steps.

Given that this is such a multi-faceted area, we work with a number of fellow professionals and specialists who advise on Later Life planning, Wills and Lasting Power of Attorneys. Please note, this will involve a referral.

Our commitment to you, we will

Act as your financial conscience
Conduct face to face financial planning, to understand you and your needs
Host regular meetings, evolving your financial plan to help meet your goals over time
Always speak your language, financial advice doesn’t have to be a mystery

Let’s start the conversation.

Call us: 0203 475 8855 Email us:

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Let’s start the conversation.

Call us: 0203 475 8855

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