ESTATE PLANNING

PASSING WEALTH TO THE NEXT GENERATION

How we can help

Having worked hard all of your life to create wealth, it is only natural that you want to pass it on to the next generation. We will help you do so securely and efficiently.

The rate of IHT Inheritance Tax (IHT) is currently 40%. We will review all of your estate including any investments, property assets, businesses, pensions and life insurance. This will help us provide an indication of your current IHT position. We will then analyse your future needs before working with you to implement the most effective solutions.

Our expertise will give you access to a range of options and techniques. These range from making full use of your allowances and exemptions and gifting away assets, to using trusts and other more sophisticated IHT-efficient investments.

Trustee Investment Service

Lionmede can also help trustees fulfill their statutory duty of care when it comes to investing money held in a Trust.

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