Inheritance Tax Planning Cornwall
What you’ve built matters. We can help you plan ahead so your wealth can support the people and causes you care about.
We take the time to understand your circumstances, your priorities and what you would like to happen to your wealth in the future, then help you consider the options available to you.
Our approach is personal, straightforward and centred on you. We aim to make a complex area feel clearer, ease some of the worry and give you confidence that your plans reflect your wishes.
Estate Planning
Estate planning looks at the wider picture of how your wealth may be passed on and how your financial arrangements fit together.
We can help you consider areas such as gifting, investments and inheritance tax, and how these work alongside your financial plan to support the people and causes you care about.
Where appropriate, we can also work alongside your solicitor, accountant or other professional advisers to help keep your planning joined up.
Frequently Asked Questions
What is inheritance tax planning?
Inheritance tax planning looks at how inheritance tax could affect your estate and considers the options that may be available. It forms part of wider planning around how you would like your wealth to be passed on.
What is estate planning?
Estate planning considers what you would like to happen to your wealth, both during your lifetime and in the future. It can involve areas such as gifting, investments, pensions, inheritance tax and legal arrangements.
When should I start thinking about estate planning?
There is no single right time, but planning earlier can give you more options and more time to put appropriate arrangements in place.
Can you help me understand how much inheritance tax my estate may face?
Yes. We can help you understand how inheritance tax may apply to your circumstances and consider your potential position as part of your wider financial and estate planning.
Do you work with solicitors and accountants?
Yes. Estate planning can involve financial, legal and tax considerations, so where appropriate we can work alongside your existing solicitor, accountant or other professional advisers to help keep everything coordinated.
