A Will is important but this is only one part of estate and succession planning. We offer a bespoke and specialist estate and succession planning service which will be tailored to your personal circumstances but may include reviewing and advising on all aspects of your assets in order to put in place appropriate arrangements to pass on their ownership either during your life or on your death and in such a way as to mitigate any Inheritance Tax liabilities.
This may involve planning in respect of your shareholdings, life policies or pension death benefits and we will work closely with your other professional advisers such as stockbrokers, independent financial advisers and accountants.
For further information or advice, please contact Alison Hall on 0191 232 8345 or email Alison.Hall@hay-kilner.co.uk