Inheritance Tax
Inheritance Tax
Wills Trusts & Related Matters
Tax Advice
If you own a house, have life cover, or pension entitlements your estate may well have to pay inheritance tax on your death.
We have wide experience in advising on how inheritance tax will affect clients' affairs.
We will help you plan so that you do not pay tax on your estate unnecessarily, and advise on how gifts made by you during your lifetime can save tax.
Many people are not aware of the role that Trusts can play in ensuring that your assets are preserved, as far as possible, for future generations. We can explain how trusts can help you, and prepare proposals for you to consider.
Under present tax law it is sometimes possible to vary the provisions of a Will so that less inheritance tax is paid.
We are also able to offer comprehensive advice on post-death tax planning, and tell you the effects of inheritance tax, capital gains tax and income tax on the estate. Our aim is to offer effective, easily understood advice in what can be a difficult and confusing area of law.
Please contact John Davies or Philip Rogers on 01792 653764 for further information on how we are able to help or to arrange an initial interview.