Estate and inheritance tax planning

It is advisable to make arrangements for the future of your estate as early as possible to ensure you get the most out of the tax opportunities that may be available to you.

Liles Morris can help to ensure that the maximum amount is passed on to your family members and beneficiaries.

Our estate planning service will help you to produce 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.

It may be beneficial to transfer assets into a trust. We can advise on this and arrange appropriate life assurance in order to account for inheritance tax liabilities.

Please get in touch for more information.