Estate planning

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, either marginally or even 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 guidance from the combined expertise of our private client tax, trust, legal and financial planning teams.

Expert guidance from Kreston Reeves Financial Planning Services

Our team of financial planners will take the time to understand your circumstances and financial situation before making any recommendations. We can find out information about any existing arrangements you may have, by examining your current documentation. You can rely on our honest and unbiased advice to take in the whole of the marketplace and identify what will work to your best advantage. We can then tailor the options to suit your needs.

Speak with us today for help with estate planning

Please contact us to discuss how our experts across the South East may assist with your own particular circumstances.

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