Galvanizing your legacy

Estate Planning and Inheritance

In 2017, HMRC collected £5.1 billion through inheritance tax receipts, a 9% rise on the previous year. Although talking about your later life can be a sensitive subject, protecting your estate for future generations is an essential part of financial planning.

There are numerous opportunities to reduce inheritance tax. Strategies are particularly effective when grandparents, parents and children work together. Your goal may be legacy creation, estate preservation, or a combination of the two. Regardless of the objective, we can help blend peace of mind with control, access, security and simplicity.

Ambrose Clayton has access to an industry-leading range of tax wrappers, commonly including:

  • IHT exempt or IHT efficient investment and tax wrappers
  • Use of personal and family exemptions and allowances
  • Gifting
  • Trusts
  • Corporate Trusts
  • Family Investment Company
  • Life cover and whole of life planning
  • Business Relief
  • Charitable giving
  • Will writing and trust planning

The Financial Conduct Authority does not regulate taxation and trust advice.

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