These are all tools of a good financial planning consultants' trade.
Your Will may be the best way to reduce Inheritance Tax to a minimum,
as well as an essential document for those with families who need access
to your assets if you die.
Without exception, every one who has reached the age of majority should
sort out his/her will. Wills should be regularly reviewed to make sure
your wishes are still valid.
We can help you to find a solicitor who can help you to write a simple
but effective Will. With our advice we can also help you to reduce any
liability to Inheritance Taxes.
Trusts are also an important weapon in the fight against IHT! As well
as a useful way of safe-guarding property for future generations, giving
you control beyond the grave.
We use a very wide range of simple and effective trusts to make your
planning more effective. We will advise you when a trust would help
you meet your planning objectives.
You need to be aware that the law surrounding the taxation of trusts changed on 22nd March 2006. The new rules are quite complicated and you may need advice on how to best arrange your trusts. Fortunately, all of Charlwood Leigh's consulatants are fully up to speed with the changes and can advise you accordingly.
Click here for a list of professional South East Solicitors.
