Protecting your wealth and ensuring it’s passed on to those who matter most requires careful planning.
Without the right structure in place, your loved ones could end up inheriting far less than you intended due to Inheritance Tax.
We help individuals and families across Bath, Bristol, London, Taunton and Yeovil plan for the future with confidence.
Our estate and tax specialists provide clear, practical advice to help you protect your assets, minimise tax and pass on your wealth efficiently.
Planning for the next generation
Inheritance Tax (IHT) is typically charged at 40 per cent on estates exceeding the available nil-rate bands.
While additional allowances now apply to property left by parents and grandparents, these taper for estates valued between £2 million and £2.35 million.
Our team will help you:
- Calculate your potential IHT exposure and make use of all available reliefs
- Review and update your Will to reflect your wishes and protect beneficiaries
Use lifetime gifting and exemptions to reduce future liabilities
Using trusts effectively
Trusts can be an effective way to transfer wealth to the next generation while maintaining control over how it is used.
We advise on the most suitable structures for your circumstances, ensuring they are compliant, tax-efficient and aligned with your long-term goals.
A joined-up approach to estate planning
Our advisers work closely with you and, where appropriate, with your solicitor or financial planner to ensure every aspect of your estate plan is considered, from property and investments to business interests and overseas assets.
