Estate Planning & Trusts

The inheritance nil rate band has been £325,000 since 2009 and has been frozen at this amount until 2026. There is an additional allowance if your home is left to certain relatives but this has also been frozen until 2026. This means that estate planning to minimise the inheritance tax payable is more important than ever, to ensure more of your wealth can be passed in tact to your beneficiaries.

Albert Goodman offers a comprehensive estate planning service, we will assess your needs and wishes and tailor a plan which meets domestic and international estate planning rules, as well as your personal, family and business requirements.

We do not just look at mitigating inheritance tax, we consider, family relationships, asset protection and your financial security.

We can assist with:

Wills, working alongside your legal advisor, acting as your executor to ensure your wishes are met.

Lifetime gifts to reduce your taxable estate for inheritance tax purposes

Estate administration and compliance. From preparing accounts and tax returns and to developing strategies to minimise tax liabilities