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Estate planning - investments.
It's fair to assume that most people won't want HM Revenue & Customs to take a large proportion of their wealth which they hope one day to pass onto their loved ones.
But, during the 2008/2009 tax year, the Government received £2.8 billion through the payment of Inheritance tax and this figure is likely to increase with the freezing of the Nil Rate Band of £325,000 until 2014/2015.
A short film demonstrating the difficulties that can occur when no estate planning has been done and the effect this can have on those left behind.
Every client has different needs, and it's important to find the right trust and investment vehicle to suit the immediate and long-term requirements of settlors, trustees and beneficiaries.
We are confident that our trust range can offer a variety of estate planning solutions:
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