Estate Planning


Written by Ray Coman


Estate_PlanningWithout careful planning you risk loved ones would be left with a large inheritance tax bill. In some cases the only way to meet the tax liabiity would be through sale of the family home.  Advance planning improve the opportunity for use of the available exemptions and allowances to reduce inheritance tax.


We can help with the following aspects of estate planning:



Since we do not represent insurance companies, we can provide impartial advice on all the tax aspects of passing on wealth. 


Please contact us for a consultation.

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Simple situations. Complex situations. If it goes on a Tax Return we deal with it. Contact us for a free, initial meeting.

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