Estate and inheritance tax planning

Early planning is essential when making arrangements for the future of your estate.

Such forethought will enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries - as well as helping to ensure that you have adequate provision for your later years.

Derede provides a professional and efficient estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities
  • Taking advantage of pension reliefs
  • Business exit planning strategies.

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries.