Whilst some people will want to spend their assets whilst they can enjoy it, most clients want to pass assets onto future generations in the most tax efficient way.


Legacy Planning is becoming more relevant particularly with increased house prices more and more people will be caught out from just being unaware. Some people wrap themselves in Trusts but are worried about what giving the money away means for themselves. Working with you, we will provide advice to help ensure that:


  • You use your personal allowance each year

  • Make gifts in a tax efficient manner

  • Structure investments with Estate planning in mind

  • Ensure Life Insurances are set up correctly with Trusts

  • Make sure any other death benefits are Trust Based

  • Are you claiming the right reliefs

  • Is your Will up to date and relevent


We will work with your other Professional advisers regarding wills and other areas


Contact Us

Registered in the UK, our registered address is Alexander House, James Street West, Bath, BA1 2BT, Number OC376383

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