Inheritance Tax & Estate Planning

We are often asked for help with issues from wills to care costs and have therefore partnered with Jones Whyte, a leading law firm who specialise in these areas.

estate planning page banner

Inheritance Tax & Estate Planning

Reducing or avoiding an inheritance tax liability requires forward planning. As part of their Estate Planning process, Jones Whyte can provide tailored, practical advice that will allow you to leave less or nothing at all to the taxman while you still keep control of your assets.

Even if you don’t see yourself exceeding the current threshold of £325,000, inheriting in the future could change all that. Jones Whyte will explain how you can inherit or pass on assets without creating an inheritance tax problem, how to get a 100% exemption after just two years and even gifting your estate without giving it away. Jones Whyte has user-friendly solutions that are not offered elsewhere.

To book an advice session complete the Contact Us form.

Help us improve our website. Did you find this page useful?