Inheritance Tax
and Estate Planning

We understand that peace of mind for the future is essential. You’ve worked hard to build and grow your wealth, so it’s only natural to put in place tax-efficient measures to protect it.

 

Protecting the financial future of the ones you love

Kingwood offer specialist Inheritance Tax and Estate Planning advise to help you secure more of your wealth for your loved ones and put a tailored plan in place for what will happen after your death to make the lives of your loved ones much easier. 

Our Inheritance Tax and Estate Planning specialists can advise you on:

  • Managing your Inheritance Tax obligations
  • Passing on your assets effectively
  • Wills and Lasting Powers of Attorneys
  • Safeguarding the financial stability of your loved ones
  • Using Trusts

You’ve worked hard all of your life to get to where you are, and providing for those you care about is important to you. However, just owning your own home and having sufficient capital to provide a reasonable income during your retirement may leave your estate with a sizeable Inheritance Tax liability.

If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make sure you protect as much of your wealth as possible and pass it on to the right people.

If you do not plan for what happens to your assets when you die, more of your estate than necessary could be exposed to Inheritance Tax. You want to be sure that the right people will get the right amounts at the right time – and that they are ready to receive potentially large sums.

Estate planning is about more than just tax. It is about making sure the people left behind are financially supported, that your assets are protected and that the tax your estate pays is fair. From essential estate planning, such as the establishment of Wills and power of attorney, to options such as making the most of exemptions, giving away excess income and creating trusts, there are numerous estate planning possibilities.

Everyone has different requirements and motivations – the right solutions for you are the ones that suit your personal circumstances. Kingswood can work with you to discover what these are. Whether building a financial plan with you from the start or reviewing your existing arrangements, we can provide professional financial advice to help guide you through the process to defining your goals and recommend a tailored strategy to meet your individual needs that will be flexible enough to adapt as your life changes.

Our specialist estate planning advice is designed to help you maximise your wealth and minimise Inheritance Tax. To find out more, please contact us – we look forward to hearing from you.

digital guide download

Our Guide to Estate and Trust is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible.

In this guide you will learn:

  • About Inheritance Tax and how to leave a legacy which serves your family’s best interests
  • About the Residence  Nil-rate Band and how to apply the additional threshold
  • How to make financial gifts and pass on your assets effectively
  • How to make a Will and secure more of your wealth for your loved ones
  • How to create a Trust
  • About being a Power of Attorney
  • The 6 things you need to consider to help preserve your wealth
  • The Estate and Trust Planning technical terms and their definitions
DOWNLOAD GUIDE

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