Estate planning

Elliotts Shah understands that dealing with the death of a loved one is traumatic enough without contemplating problems surrounding finances.

To take away one level of stress, we provide our clients with a discrete estate planning service.

Our service includes:

• Help with reviewing your will
• Draw your attention to making full use of exemptions and lower tax rates on lifetime transfers
• Consider and advise on optimising transfers between spouses
• Consider and advise on suitability of transferring assets into trusts
• Look at on shore planning to mitigate tax risks by accommending as to the level of life assurance to cover potential inheritance tax liabilities.

Please contact us now for further information.