Estate and IHT Planning

Looking for something specific?

Trusts

IHT Planning

You may or may not have written a Will and you may need financial advice for passing on an inheritance. We can help with the latter. 

If you’re thinking about passing on your wealth effectively, saving for children or looking for a full financial plan to ensure you mitigate any Inheritance Tax Charges then Parker Kelly Financial Services can help. 

Good estate planning will help you:

  • Understand the value of your estate better
  • Plan for loved ones’ future
  • Pass on wealth effectively 
  • Minimise potential inheritance tax
  • Provide for the transfer of your business
  • Be an on-going process, not a one-time event. Your plan should be reviewed and updated as your family and financial situations (and laws) change over your lifetime