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Inheritance planning

Intelligent inheritance planning will ensure that the people you love enjoy more of your wealth.

If you have worked hard all of your life so that you can leave a meaningful legacy to your loved ones, the last thing you want to do is to promptly give forty percent of what you have carefully accumulated to the government.

Our Inheritance Planning service ensures that you protect your money so that as much of it as possible goes to the people you care about – and as little as possible to HMRC.

As so often, it’s all about ensuring that you have considered the tax implications of the decisions you make. That’s why at Daniel Associates we pride ourselves on always bearing in mind the effect of your planning on the next generation. It may not be something you particularly want to think about now, especially if you are just starting on your own career – but you will thank us for it as the children and grandchildren start to arrive!

Helpful video guides

Inheritance Tax and Exemptions

Frozen Allowances: A Form of "Stealth Tax"?

Other services

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