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Estate Planning

The increase in individual wealth has not been reflected by changes in inheritance tax relief and exemptions. Increasing numbers of people are being affected by estate planning issues, so it is important to look at your current arrangements.

We provide professional estate planning services, including reviewing your will, advising on life assurance and ensuring you make the most of available tax exemptions and relief.

Estate planning requires you to plan well in advance – the earlier you make arrangements, the greater chance you have of taking full advantage of available tax opportunities. To ensure you make adequate provision for your family, contact your Rothmans advisor.

All our Partners have access to the following Specialist Teams:

Gresham Financial