Estate Planning – minimise your tax liability

How does it work?

Having worked hard all your life to provide for your loved ones, how do you ensure that they are not hit by a crippling tax bill when you die?  What action can you take now to arrange your affairs to minimise the stress and worry when the time comes?

At Collingwood Mourton Associates we have been able to considerably minimise the amount of inheritance tax that our client’s estates have paid through well thought out planning, tailored to each individual’s situation.

We can achieve this for you by setting up trust funds to provide tax sheltered benefits for your surviving relatives, legitimately ensuring the tax man takes as little as possible.

If you wish to provide support for charities we can also arrange this and can even help you set up your own charitable foundation.

If it is general knowledge of estate planning that you would like then you might benefit from one of our regular Inheritance Tax Seminars, held in the pleasant surroundings of the Cotswolds.  Please communicate your interest by phone or email and we will be delighted to invite you along to our next event.

For our bespoke advice service, we usually suggest an initial 90 minute meeting, for which there is no charge or obligation.  This is an opportunity for you to find out how we work and to explore how we can help you. 

If we agree that our service would help to reduce your inheritance tax liabilities, we would then go on to analyse your assets, investments, pensions and property portfolio, and discuss the range of options available to you.

The Way Forward

Please telephone us to arrange an initial exploratory meeting, or complete the form at the bottom of this page.