Estate Planning and Inheritance Tax

Estate planning isn’t just about passing on money when you die – it’s also about enjoying life now and ensuring you have enough to live on

Francis James & Partners LLP

Estate Planning

Seeking expert advice to plan your estate will give you financial security during your lifetime and will give you peace of mind that you are protecting your assets for your loved one.
We look at Estate Planning from all angles to ensure that you can make the most of tax-minimising opportunities, including:

  • Trusts
  • Gifts
  • Property relief
  • Pensions

​Who needs to plan their estate?

In short, everyone, no matter their age, or financial status, need to plan their estate to ensure that their money passed onto the people they want, for the reason they choose.  The earlier this is done, the more effective it will be.

​What is Estate Planning?

Estate planning involves planning how to pass on your assets to the next generation in the most effective way.  A significant part of this will usually be minimising Inheritance Tax.

What is Inheritance Tax?

Inheritance Tax (IHT) is a tax charged on any part of your estate that exceeds your personal allowance. Your estate is a combination of your:

  • ​Property
  • Savings
  • Investments
  • Other assets, wherever in the world they are held

How we can help

We offer a full review of your IHT and estate position with a view to minimising the overall Inheritance Tax liability. We will ensure that you make the best use of all the available IHT reliefs and allowances.

Related Services