The laws of inheritance tax and estate planning are constantly changing but the need to tax-efficiently transfer your wealth to present and future generations remains a constant.
At Smith Cooper IFS we believe it’s not enough to simply be up to date with the latest configuration of laws brought in by successive governments and governmental budgets.
Our singular way of working is based on the principle of taking time to personally understand your wealth, your estate and, critically, all your family obligations including your children and your aspirations as a parent.
It’s a person-first approach proven to provide the most intelligently assessed wealth management strategy tailored to your financial objectives.
As part of your inheritance tax and estate planning strategy we’ll include considerations for wills, lasting power of attorney, pre and post nuptial agreements and co-habitation arrangements.
We also know that making a gift while you are still alive brings happiness to all, far outweighing the sadness of passing on your estate after you die and so, wisely, our planning can also help you and your family enjoy your wealth within your lifetime without losing sight of your longer-term financial security.
It’s a comprehensive, one-to-one way of working that sets us apart as an independent financial services provider - and one that will set your inheritance tax and estate investment strategy apart from the others.
The FCA does not regulate will writing / inheritance tax planning
No matter how complex or far-ranging your financial requirements, start your conversation with our expert Independent Financial Advisers here or call us direct on 01455 614500.