Leaving a legacy

Leaving a legacy for future generations

Death and taxes have been described as the only two certainties in life and if care is not taken, both may take place at the same time, with Inheritance Tax becoming payable from your estate upon death, potentially affecting your loved ones.

With various methods available to reduce or remove Inheritance Tax liability altogether, the earlier this is considered, the less likely HM Revenue & Customs will be a significant beneficiary following your death.

Estate planning organises your finances to take care of your own needs and pass on wealth in a tax efficient manner; whether it is making gifts, making the use of all available reliefs and allowances to secure your family’s future.

To ensure you have sufficient provisions in place to make sure your proceeds upon death go to your beneficiaries as intended, it is important to seek expert guidance from Kreston Reeves Financial Planning.

Contact us to arrange to speak with one of our experts in London, Kent and Sussex.