Estate Planning

Protecting your wealth for future generations

After a lifetime of building and protecting your wealth, it must be a priority to ensure that as much, if not all, is left to who you want to receive it and not to the taxman.  The key to estate planning is always to act as early as possible and plan over an extended period.

We can help with all areas of estate and succession planning including:

• Help with reviewing your will for tax implications
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between family members
• Transferring business property
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities
• Providing tax advice to beneficiaries

Thompson Jenner has a dedicated team with the experience and specialist skills that you require to help you with all your estate planning requirements.

Our experienced and friendly team are always happy to help with any estate planning issue. Why not give us a call to find out how best you can benefit from our services.