Inheritance Planning

We believe that Inheritance Tax is somewhat voluntary, in as much as it can largely be mitigated if enough planning is done in time. You may have worked very hard to provide a future for your family. But is your wealth going to pass down the generation to your next of kin, without a large part of it going to the HM Revenue and Customs?

We can help in the following areas:

    • Equalisation of estates.
    • Drawing up suitable Wills.
    • Setting up suitable Trusts.
    • The Creation of Legacies.
    • Using Gifts, investment strategy and insurances to minimise, or neutralise the effects of Inheritance Tax on your Estate.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Will Writing is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority