Professional Advice With a Personal Touch

It is important when considering your will that adequate provision is made for relevant dependents. Getting the right balance requires considerable understanding of your circumstances along with a detailed knowledge of the current tax regime. Thompson Jenner will help you leave the maximum amount to those you choose.

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.

With property prices at ever increasing levels, Inheritance Tax (IHT) is no longer a tax on the wealthy, and many estates face the prospect of paying 40% of the value in IHT.

The key to estate planning is always to act as early as possible and plan over an extended period. This will ensure that the maximum amount of your wealth is handed down to future generations and your preferred recipient.

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 sister company, Thompson Jenner Financial Services can help you with residential and business mortgages, income protection, investments and savings, planning for retirement, pensions and estate planning.

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.

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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