Estate Planning

Few of us like to think about dying, however with Inheritance Tax being charged at 40% on the value of your Estate (after the Nil Rate Band Allowance), it is vital that you do something now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

We provide a comprehensive estate planning service that includes:

  • help with planning and reviewing a will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring assets into trusts

We also have expertise in providing advice on trusts; a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net.

Diane  Blagg

Diane Blagg

Tax Director
Email:
Add to Contact ListAdd Diane Blagg to your contact manager (e.g. Outlook)
2 Lake End Court
Taplow Road
Taplow
Maidenhead
Berkshire
SL6 0JQ
01628 665000