What happens next
You will be contacted shortly by a member of the JMW team, who will assess your estate planning objectives and explain how to best manage potential inheritance tax liabilities.
Minimising your inheritance tax burden
JMW's inheritance tax planning service focuses on optimising your estate structure to reduce liabilities for your beneficiaries. They begin by reviewing your assets, including properties, investments, and business interests, to estimate your current and future inheritance tax exposure. Based on this analysis, they suggest strategies such as gifting, trusts, or life insurance policies that can help lower your taxable estate.
JMW also advises on reliefs and exemptions, ensuring you make full use of available allowances. Throughout this process, they keep you informed of relevant legal changes and how they may affect your estate plan. By combining in-depth knowledge of tax regulations with a personalised approach, JMW aims to strike a balance between protecting family wealth and meeting your personal goals and obligations.