Financial Services
Estate and trust planning
Most of us want to know that when we are no longer around, we will be able to take care of the people we love by passing on the wealth we have worked so hard to accumulate.
The last thing you want is for the taxman to take any more of your assets than necessary but in organising your affairs in the most tax-efficient way, you also need to make sure that you take good care of your own financial needs in retirement and old age.
That is why more and more people are turning to people like us for expert
help with estate planning, including inheritance tax planning.
Estate planning includes drawing up a well-drafted, tax-efficient will and taking
advice on opportunities to minimise inheritance tax, including lifetime gifts.
Other estate planning solutions include whole of life insurance policies,
which can help to offset significant inheritance tax bills in the future.
Trusts are another useful tool for protecting assets to be handed on to
future generations in a tax-efficient way.
Whatever the size of your estate, we can advise on opportunities
to help you pass on your assets more effectively.Rickard Keen LLP
can also act as your executor or as a trustee.
To find out more about what we can do for you, please contact us.