Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible.
This guide addresses the main arrangements available to individuals.
The language used throughout this guide is technical due to the nature of the subject. We always recommend that you obtain professional financial advice before making any decisions. We can help you understand these technical issues and make any decisions that are appropriate for your personal circumstances.
On page 20, we have included a ‘glossary’ of the technical terms to assist you.
Estate planning is not just about reducing tax. It’s about giving you peace of mind for the future, knowing you’ll have enough after retirement and your loved ones will have the financial support they need,