You've worked hard all your life to build up savings, investments and other assets, including property. It's only natural that you want to pass as much of it as possible to your loved ones when you die. We'll calculate your IHT liability and then recommend ways to reduce it.

59% of adults in the UK don't have a will. If you're one of them, it means your assets might not be distributed in accordance with your wishes when you die. We'll help you understand what you want to happen on your death and then recommend a professional who can help you make a will.

Many people feel conflicted; they want to provide financial assistance to members of their family, but still live their preferred lifestyle and enjoy retirement. We understand the dilemma so we'll crunch the numbers to help you understand whether it's possible to do both.

A will ensures that your assets are distributed as you want them to be when you die. However, there are other things you should put in place, such as powers of attorney. We'll help you to understand your options and then we'll make appropriate recommendations.

In our experience, people often become increasingly worried about the cost of care as they get older. We'll give you the facts, so you understand how much you might need to pay if you need care in the future, the options you have and the effect on your estate.

It's natural to be confused about your estate planning options, especially those which are more complex, including trusts. We'll start by understanding what you want to happen when you die, and then make appropriate recommendations, which might include using trusts.