Estate Planning

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Smart Investments can help with all types of estate planning and will writing. With the right advice, you can plan accurately your estate’s inheritance tax liability. That means you can pass on the maximum amount of assets to your family.

The rules around inheritance tax often change, with Chancellors setting out new thresholds and adjustments during their budget announcements. This is important for everyone and particularly if you are a business owner, or if you hold assets overseas.

That is why you need the expert advice of our estate planning lawyers who will understand the current situation, so that your plan is kept up to date and legally compliant. Our inheritance solicitors can recommend the best way to ensure that your estate is protected by making the most of tax reliefs, allowances and exemptions.

Talk to one of our friendly, professional team members today for more information.

Having a will in place allows you to distribute your assets as you wish and protects your loved ones from potential legal issues, making the process of settling your estate simpler and less stressful for them.

This is the most important step you can take to help your family. By drafting a will, you will ensure that when you die, your assets will be handled according to your personal wishes.

As well as making the whole process much easier for your family, a legally binding will can also guarantee that your assets will be managed in the most tax-efficient way possible.

If you decide not to make a will, things can get very messy when you die. The court will divide your estate according to the rules of intestacy. Under these rules, only married or civil partners and some close relatives will be able to inherit and even then there are set limits on how much they inherit.

Contact one of our friendly, professional team members today for more information.