Guaranteeing your assets for future generations
With a wealth of experience managing the estates of our clients, we can help you ensure that your assets are protected and can be enjoyed by your descendants for years to come.
Inheritance tax is charged based on the value of your estate when you die. If your estate – all of your assets, including property, investments, life insurance and valuables – is valued at over the current threshold, you are charged 40% tax on the excess.
When you consider your house is included in your estate, you can quickly exceed your limit. There are several ways your solicitor can arrange your assets so that you can limit the impact of inheritance tax. Through practical estate planning and succession advice, we can create and administer a number of trusts which pass ownership of some or all of your assets on to friends and relatives. As a result, you can ensure that the wealth that you worked so hard to build is protected for future generations.