Estate Planning

About this service…

We have extensive experience of advising clients on strategies for the mitigation of inheritance tax and the efficient passing of wealth through the generations.

We offer clients regular reviews of asset values and where liability could exist and subsequently formulate strategies to deal with changes in tax limits, IHT reliefs, and changing family circumstances.

Regular reviews are not time consuming, can form part of your annual tax declarations and ultimately provide peace of mind that as much of your hard earned wealth will benefit those nearest to you.

For more information about this service please email David Potter at