Estate and inheritance tax planning

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

We provide a discreet estate planning service that includes help with drawing up and reviewing your Will, and advice on making full use of exemptions and lower tax rates on lifetime transfers.

We’ll also help to optimise lifetime transfers between spouses, and transfer assets into trust if required.

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