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Estate Planning and Lifetime Gifts

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Estate Planning and Lifetime Gifts

We can advise on strategies to enable you to minimise your inheritance tax liability to enable you to pass as much of your estate as possible to your chosen beneficiaries.

This will involve consideration of your will and suggesting any ways of making this more tax efficient. This could also include the incorporation of a trust to provide more flexibility to enable your executors to make decisions on the basis of the tax position and the needs of your beneficiaries at the date of your death.

We can also advise on the lifetime transfer of assets to make use of your lifetime allowances and reduce the value of your estate. We would discuss any income tax, capital gains tax, and stamp duty land tax implications with you before preparing any documentation to effect a transfer of assets.

Where you are able to give up your beneficial ownership but wish to retain control of assets, we can help to prepare trusts so that you are no longer treated as the beneficial owner.

Additional Info

  • News Author:Chris O’Callaghan | Devorah Ormonde

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Key Contacts

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Chris O'Callaghan

Private Client Partner

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Devorah Ormonde

Private Client Partner

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