We will work with you to determine the size of your estate to see if there is a liability to inheritance tax. Should there be a potential liability we can advise you of actions that you may take to mitigate some or all of the potential charge, which could include:
- What to include in your will
- Lifetime transfers
- Trusts
The benefit to you is to protect your financial future and look after your family.
Call us to talk about it on 01254 665 655