Estate Planning for Clients
Preserving Wealth Across Generations
- Asset mapping - Identifying estate composition and IHT exposure points (HIT400 review)
- Lifetime gifting strategies - Utilising £3k/yr exemptions + £250 small gifts + normal expenditure out of income rules
- Business property relief - Securing 100% IHT relief on qualifying trading assets
- Residence nil-rate band - Maximising £175k allowance with direct descendants test
- Lasting Powers of Attorney - Property & financial LPAs vs health/welfare LPAs
- Vulnerable beneficiary trusts - Disabled person’s trusts (DPTs) with 0% entry/exit charges
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Our friendly team is here to help.
Monday – Friday: 9:30 AM – 5:30 PM
Saturday: 9:30 AM – 12:30 PM
