Estate planning is designed to preserve and protect the succession to family wealth. Client's circumstances differ and we offer an individually tailored service to mitigate Inheritance tax payable on death. This is normally achieved by preparing a tax efficient Will and, if appropriate, family trusts and life assurance. We often work in conjunction with firms of independent financial advisors and accountants.
Pengillys can provide specialist tax advice to reduce inheritance tax and it may not be too late to save tax even after death.