We can only effectively advise on estate planning if you have made a Will. If you haven't taken this first important step you should seriously consider speaking with your solicitor. Making a Will is not a complex procedure and is the only way to ensure your estate is dealt with according to your wishes. Your solicitor can also advise you on other associated planning matters which may need to be considered in the event of certain circumstances such as critical illness. If you do not already have a solicitor we can recommend suitable contacts to you.

Estate planning enables you to consider the financial implications for your dependents, when they inherit. Inheritance tax planning and the use of trusts can be an effective means of reducing inheritance tax liabilities on your dependents behalf.

THE FINANCIAL SERVICES AUTHORITY DOES NOT REGULATE WILL WRITING AND SOME FORMS OF INHERITANCE TAX PLANNING.