ESTATE PLANNING

The field of inheritance tax planning is highly specialised, and our team provides tax planning strategies, trust implementation, and legal advice.

In most cases it is possible to shelter some of the estate assets from inheritance tax, resulting in considerable reductions in the potential tax liability, which in some cases can be eliminated altogether.

IHT planning is frequently a pre-requisite to any investment. Where appropriate therefore, consideration is given to incorporating investment portfolios within IHT efficient arrangements.

Wigmore Associates Wealth Management can provide a comprehensive review of all your asset and objectives with plans designed specifically for you and your estate.

We provide advice on a wide choice of tax-efficient solutions and trusts which can be established giving you the ability to influence how they are managed, who benefits and when.

As taxation rules and other legislation are continuously changing, we will keep you informed of any changes and new opportunities.