Wills and IHT

Wills and IHT Planning

Benjamin Franklin once observed there were two guarantees in life, death and taxes. On the basis that we come into this life with nothing and go out with nothing, it is only reasonable to preserve as much of the money we accumulate during our lifetimes for the benefit of our heirs.

Proper estate planning will always ensure that the right money will pass into the right hands at the right time. This is where Alan Taylor & Co can offer structured and appropriate advice. By carrying out a thorough review of a client's current circumstances and discussing with them how they would like their affairs handled and their monies distributed on death we are able to give the very best estate planning advice.

Inheritance Tax is not necessarily as complex an area as it might seem and often simple planning can ease the tax burden on most estates. This can be achieved by properly drafting a will whilst also considering placing some assets, investments and life assurance policies in trust for the benefit of heirs.

At Alan Taylor & Co we are licensed, via Regency Wills, in the writing and structure of wills and this extension to our services allows us to ensure that the estates left by our clients will indeed pass into the right hands at the right time whilst by-passing The Chancellor of the Exchequer wherever possible.

 

Will Writing is not part of the Positive Solutions offering and is offered in our own right. Positive Solutions (Financial Services) Limited accept no responsibility for this aspect of our business.  Will Writing is not regulated b the Financial Conduct Authority.

The Financial Conduct Authority does not regulate on Estate Planning.