Tax Planning and Wills

 

Paying inheritance tax is no longer something that only the rich need to worry about. Many People who live in the south now have an estate valued above the threshold for tax, and the limit changes every April.

With a little careful planning and a well-drafted Will, you can arrange your finances to ensure that your loved ones benefit, rather than the taxman.

It is crucial to plan what will happen to the pennies that you have saved and earned. Our experienced Private Client Team can advise on saving, investing and wealth protection.

We can help you with all of the following:
Wills
Powers of Attorney
Living Wills
Long Term Care Planning
Tax Planning
Trusts
Office of the Public Guardian / Court of Protection
Estates
Grants of Representations
Estate Administration
Deeds of Variation
Will and Estate Dispute Resolution

See our clients' feedback about our Wills and Tax Planning Team.

MEET THE TEAM

View my profile
Lee Young
Partner - Private Client
T: 01202 491701 (DDI)
E:  
View profile for Heather Varley Heather Varley
Associate FILEX - Private Client
Christchurch
View profile for Julie Frampton Julie Frampton
Private Client Executive
Christchurch