01275371900 sip@stewartinvestmentplanning.co.uk

Estate Planning and Wealth Preservation

Our ideal clients typically have worked very hard to create and accumulate a reasonable amount of wealth but most will agree that it seems somewhat unfair then, that without careful planning and a great deal of pre-emptive action, most families will ultimately face a huge inheritance tax bill.

Inheritance tax is becoming an increasingly important contributor to the treasury. Over the years, it has become harder to reduce your estate so as to minimize the liability. Nevertheless it’s still very important to plan, firstly to establish your current position in regards to potential inheritance tax liabilities on your estate and secondly to explore possible solutions tax effectively, ultimately to reduce the eventual burden on your family of Inheritance Tax, provided it can be done without imposing unacceptable financial pressures on yourself.

Within your financial plan is incorporated a comprehensive estate planning chapter.

Come and talk to us about how we can provide advice tailored to your particular circumstances.