Estate planning

It is vital to make advance arrangements to account for the future of your estate upon your death. Simpson Wreford LLP can help you to make the most of the tax opportunities that may be available to you, thereby maximising the amount that is passed on to family members and beneficiaries.

Our estate planning service will help you to create a Will; make full use of lower tax rates and any exemptions on lifetime transfers; optimise these between spouses, and transfer agricultural or business property.

We can also help you to transfer assets into trust, and arrange appropriate life assurance in order to account for inheritance tax liabilities.

Please get in touch for more information.