Inheritance, Estates and Trusts

Estate planning involves a detailed consideration of the impact of a multitude of taxes, with the aim of ensuring that a substantial part of the wealth that you and your family have worked hard to accumulate does not find its way into the hands of the Exchequer.

At Malcolm Jones and Co we listen to our clients and tailor our inheritance tax planning advice to suit your individual needs and ensure, with direct liaison with your legal advisors, that you understand the full implications of the advice we provide.

Inheritance planning can involve your private residence, investments as well as more complex business succession strategies.

We can advise on all aspects of estate planning, including:

• Inheritance and capital gains tax planning
• Business property relief
• Using trusts
• Making gifts in life-time
• Tax efficient wills

We strongly recommend that you consider estate planning earlier rather than later, when options may no longer be available, by contacting us for an initial review.