Trust Fund Advisors

Estate Planning Your estate plan Estate planning should start early in life. If your estate is large it could be subject to inheritance tax (IHT), but even if it is small, planning and a well drafted Will can ensure your assets will go to your chosen beneficiaries. Inheritance tax is currently payable where a person?s taxable estate is in excess of £325,000 Please contact us for advice on: - Lifetime gifts of assets, including business interests - Gifts to charity, and minimising tax on gifts and inheritances - Disposition of your assets on death - Using trusts in lifetime and estate tax planning - Your choice of an executor - Inheritance tax reduction planning and life assurance to cover any liabilities - Naming a guardian for your children - How your business interests should devolve if you die or become incapacitated

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