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Estate Planning & Use of Trusts

Our advice may include:
  • Lifetime estate planning to protect your family wealth and your children's inheritance
  • Use of trusts for tax planning
  • Avoiding an income tax charge under the pre-owned assets legislation
  • Preparing tax efficient wills, including advice on tax efficient main residence protection and protecting and controlling your wealth distribution
  • Maximising entitlement to inheritance tax business property relief and agricultural property relief
  • Post death tax planning, including deeds of variation
  • Preparation of or advice on inheritance tax returns and accounts
Other Taxation and Wealth Management services include:
For more information about our Taxation and Wealth Management services or to arrange a consultation, please contact a member of our team. 
Key Contact
Estate Planning
& Use of Trusts

Anne Smith ACA CTA
Tax Partner
(029) 2054 6613
Email Anne