You may have worked hard all of your life to build your family wealth and on death you could face an inheritance tax charge of 40%. We can advise on the best way to protect and preserve your assets, mitigate taxes and make the best possible provision for your family in the future.

By working closely with you, we will understand your particular aims and objectives. We will carry out an in-depth review of your current financial and family circumstances and then prepare an estate plan that is tailored to your circumstances that meet your immediate and future needs. Through careful planning, we will suggest ways to mitigate your potential inheritance tax liability. We will ensure that you make the most of the reliefs and allowances available to you.

We can advise on gifting and the use of Life Time Trusts and Will Trusts. With careful planning we will minimise your exposer to inheritance tax and maximise your family wealth. Learn more about Trusts.

For immediate advice from our Estate Planning Solicitors you may phone 01772 722373 or you can contact us direct via the website at Solicitors in Preston and we’ll call you back as soon as possible.

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Planning for Later Life

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