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Estate Planning

We have the expertise and knowledge to assist clients across an array of financial planning areas and in particular we are finding that many clients have concerns in relation to estate planning and inheritance tax issues.

Inheritance Tax (IHT) has been one of the most significant concerns for clients over the last 10 years and remains an issue for many. As the rules relating to IHT have changed, we have noticed so have our clients needs.

We have significant experience in managing client’s affairs and using trusts is one way to protect assets where possible, whether it is from spendthrift beneficiaries or the future threat of bankruptcy.

Montpellier Estate Planning Guides