Tax efficiency
It is rare that anyone would want to pay more than their fair share of tax when they die. Your circumstances may mean that with appropriate structuring of your will, the amount of money passing to your loved ones can be maximised.
If you own business assets or agricultural assets, have been previously widowed, are part of an unmarried couple, want to provide for future generations, or in any of numerous other specific scenarios, there may be opportunities to mitigate your inheritance tax bill through a properly structured will.
We can help you put in place the structures that suit you whilst making use of all available tax reliefs.
We will also discuss with you the options of making gifts to charity, potentially reducing your inheritance tax bill and being able to make a significant impact to causes in society that meant the most to you.