Estate Planning

Estate planning in Central London

Our comprehensive approach to estate planning covers more than the distribution of assets following your passing.

As well as your asset portfolio, we also consider matters such as control over the family assets, the perpetuation of the family business, the family dynamic and the effect the distribution of assets will have on some family relationships. For the charitably inclined, there are concerns too about how to incorporate gifts to charities into their estate plan. We are well-regarded accountants in Central London who are specialists in the charity sector, we know how to arrange this, so that any bequest made by you is most certainly mutually beneficial.

In addition, we have the expertise to arrange and administer trusts. By setting aside assets for beneficiaries in the future, we can minimise the inheritance tax burden for future generations.

There are many tax planning opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of the complicated tax system.

Our services include:

  • Help with planning and reviewing a will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between family members
  • Transferring agricultural or business property
  • Transferring assets into a Trust

Contact us and we'll share our approach to providing a discreet comprehensive estate planning service.