Guide to Estate and Trust Planning code
Helping you plan for your future and your family's future

Welcome to our Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as possible.

This guide addresses the main arrangements available to individuals.

« Return to Estate and Succession Planning Guides

During our initial discussion Panthera (Paul) fully explained the Will making process. We were made aware that our assets could be exposed to various risks such as Care Costs. Panthera (Paul) advised on how we could protect these assets by setting up Family Trusts. Having decided to go down this route Panthera (Paul) provided all the legal documentation in a timely manner despite having to work within the constraints of Covid-19 restrictions.

Join Our Mailing List

Sign up to receive our regular newsletter with the latest news and tips on all things Estate Planning

Sign Up Now