Estate planning is an ongoing process. Unfortunately, it is not a problem that can be solved overnight and one size does not fit all. The most appropriate solution will, in fact, depend on your age and your individual circumstances. The IHT rules could change at any time and so you should regularly review your IHT plans.
Often, when clients come to us their existing trusts have not been looked at for some time. One of the first things we do is to ensure that any existing trust and IHT investment strategies you have in place, are still appropriate.
We will help you assess your current IHT liability, and then work closely with you to ensure you can spend the years before your death exploiting all the options that exist to reduce or eliminate the potential tax burden.