Estate Planning

It is important when considering your estate that adequate provision is made for relevant dependents.

Protecting your wealth for future generations

After a lifetime of building and protecting your wealth, it must be a priority to ensure that as much, if not all, is left to who you want to receive it and not to the taxman.  The key to estate planning is always to act as early as possible and plan over an extended period.

We can help with all areas of estate and succession planning including:

  • Help with reviewing your will for tax implications
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between family members
  • Transferring business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities
  • Providing tax advice to beneficiaries

Thompson Jenner has a dedicated team with the experience and specialist skills that you require to help you with all your estate planning requirements.

Our experienced and friendly team are always happy to help with any estate planning issue. Why not give us a call to find out how best you can benefit from our services.

Key Contacts

Geoff Fraser

Geoff Fraser Head of Taxation Services

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Sam Bilcliff

Sam Bilcliff Probate & Personal Tax Manager

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We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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