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Estate planning

Few taxes are quite as emotive or as politicised as Inheritance Tax. The structures into which you transfer your assets can have lasting consequences for you and your family. At Lloyds IFP, we can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.

It is crucial to find out now if you have a potential Inheritance Tax liability – or could do so in future years. Growing affluence and increasing property prices means that families and individuals should consider planning ahead to ensure that their assets are passed on to their loved ones as efficiently as possible.

Effective estate planning is about getting the right balance between maintaining access to your money when you need it, and saving tax.

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Estate planning, trust planning, tax planning and Will writing is not regulated by the Financial Conduct Authority.

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