Estate Planning & Inheritance Tax
Estate Planning & Inheritance Tax Advice in London
Protecting your wealth and planning for the future requires more than simply writing a will. At MatPlus, we provide practical advice on estate planning and Inheritance Tax, helping you make informed decisions about your assets and how they are passed on.
- Inheritance Tax: Understanding and planning around potential IHT
- Estate planning: Deciding how assets should be handled and passed on
- Wills & trusts: Structures that may form part of an estate plan
- Succession planning: Particularly relevant for business owners and families
Estate Planning Enquiry
Let’s Plan Your Next Step
Tell us about your estate, Inheritance Tax concerns or succession plans, and a member of our team will contact you shortly.
Practical Advice For Your Estate and Future Plan
Estate planning can involve different considerations depending on your assets, family situation and future plans. We help you assess your position and understand the options available to you.
Our services include:
Consultancy Across Every Stage of Estate Planning
From managing potential legacy tax to planning how your wealth will pass to future generations, we provide advice suitable to your circumstances and long-term plans.
Inheritance Tax Planning
We help you understand how Inheritance Tax may affect your estate and explore suitable planning options to manage potential liabilities based on your financial circumstances.
Estate Planning
We help you plan how your assets should be managed and passed on, taking your family circumstances and personal wishes into account. Our advice also considers your long-term financial security and the legacy you want to leave behind.
Wills & Trusts
We explain how wills and trusts can form part of your estate plan, helping you consider how your assets should be distributed and how trusts may benefit your chosen beneficiaries. We also help you understand how these arrangements can support your wishes for the future.
Succession Planning
We help you plan the transfer of family wealth or business interests to the next generation while considering the financial implications and potential tax liabilities involved.
Lifetime Gifting
We explain how giving money or assets during your lifetime may affect your estate, including the potential Inheritance Tax implications of gifts and available exemptions.
Estate Tax Planning
We review the tax implications of your estate and discuss suitable planning options based on your financial position. Our advice also considers the nature of your assets and how you intend to pass them on.
Legacy Planning
We review the tax implications of your estate and discuss suitable planning options based on your financial position. Our advice also considers the nature of your assets and how you intend to pass them on.
Why Choose MATPLUS for IHT & Estate Planning?
Estate planning involves important decisions about your wealth and assets and what happens to them in the future. As an estate planning consultant, we help you understand your Inheritance Tax position and make informed decisions about your estate and its future.
Inheritance Tax Expertise
We help you understand how Inheritance Tax may affect your possessions and what planning options may be available.
Family Wealth Planning
We consider how your assets can be passed on to your family while taking your wider financial position into account.
Clear & Transparent Communication
We explain complex tax and possession planning matters in straightforward language, so you can make informed decisions.
Planning for Future Generations
We help you consider how your wealth, property and other assets can be passed on as part of a longer-term asset plan.
How We Help With Your Estate Planning
We take the time to understand your circumstances before discussing the options available to you.
01
Understand Your Estate
We start by looking at your assets, family circumstances and existing property planning arrangements.
02
Review Your Tax Position
We assess how legacy tax and other relevant tax considerations may affect your property.
03
Discuss Your Options
We explain the available planning options and how they may affect your property and future plans.
04
Put Your Plan in Place
Once you have decided how you want to proceed, we help you take the appropriate steps and review your arrangements as circumstances change.
Frequently Asked Questions
If your question isn’t answered here, please get in touch we’re happy to help.
Estate planning involves putting arrangements in place for your assets and financial affairs. It helps ensure your wishes are followed and considers the tax implications, including any legacy tax that may apply.
It is often best to start estate planning earlier than you might expect. Significant changes in your life can be a good opportunity to review your arrangements, particularly when your family, finances or long-term plans change.
It can in some circumstances, but there is no single strategy that suits every asset. The right approach depends on your individual circumstances and the value and nature of your assets. We can review your position and explain the options that may be appropriate for you.
Your estate may include property, savings, investments, business interests and other valuable assets. Reviewing these assets together can help identify potential tax considerations and ensure your estate planning reflects your wider financial position.
Yes, MATPLUS provides professional Will drafting and estate planning services, including inheritance tax and succession planning. We do provide regulated investment or pension advice upto some extend, but we can work alongside qualified financial advisers and other professionals to ensure our clients receive the appropriate support for their needs.
Gifting can form part of an estate planning strategy, but the tax treatment can depend on the type and value of the gift and when it is made. We can explain the relevant tax considerations and help you understand how gifting may affect your estate.
A will states who will inherit your assets after your death, while a trust allows you to decide how your assets are managed and distributed to your chosen beneficiaries. Both can help you plan for your family's future and ensure your wishes are followed.