Putting everything in order.
Estate planning prepares your finances to ensure that your assets are protected for your loved ones after you die. It also helps with inheritance tax planning as it is possible to avoid or even reduce the amount of inheritance tax your estate has to pay.
Set on this road of later life financial planning with Robertsons Solicitors. We’ve been offering estate planning advice and solutions to our clients for years. We can help you obtain a clear and comprehensive view of your assets and how you want them distributed to your loved ones after your death.
When your executor applies for probate, they will know what your wishes were and can arrange your affairs accordingly. Also, when considering estate planning solutions early, you can be sure your loved ones will be protected against unnecessary inheritance tax.
What can Robertsons Solicitors do for me?
- The first step in our estate planning services is ensuring you have a Will. We can also help you make provisions with the use of specialist trusts.
- Secondly, we will comprehensively list all your assets and debts. The list can include material assets, property, and any funds or savings you will leave behind.
- We will help you plan cash gifts you plan to give to protect against inheritance tax.
- Our estate planning solution can also involve making provisions for funeral arrangements and expenses so that your loved ones know what your wishes were.