We work in partnership with our clients legal advisers in ensuring that their future inheritance tax strategy is adequately reflected in their wills.

We can help clients in setting up trusts and managing a trusts annual accountancy and tax requirements.

We recommend that you review your will to see that it does accurately reflect your wishes and the needs of your family, and discuss with us whether it is possible to improve its tax efficiency.

One area where you might improve on the tax efficiency of your will is to include a nil rate discretionary trust. This can create an opportunity to save tax of up to £110,000 on the first death, while at the same time protecting your spouse or civil partner in the event that he / she needs all of your estate.