Solutions Focussed Estate Planning, Tailored for Your Needs
At Broadstone Legal, we understand that effective estate planning is about more than just Wills and Lasting Powers of Attorney – it’s about creating a holistic strategy to protect your wealth, minimise tax liabilities, and ensure your loved ones are provided for.
With our expertise, we offer a wide range of estate planning solutions designed to meet your unique needs and goals.
Our work for you includes:
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Inheritance Tax Planning:
Inheritance Tax (IHT) is often referred to as the 'voluntary tax', as with careful and strategic planning, it is entirely avoidable. We provide expert advice to help you navigate the complexities of IHT and take advantage of legitimate exemptions, reliefs, and planning strategies to significantly reduce, or even eliminate, the tax burden on your estate. By acting now, you can ensure that more of your wealth is preserved for your loved ones, rather than being lost to unnecessary taxation.
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Capital Gains Tax Planning:
Recent changes in legislation have significantly reduced Capital Gains Tax (CGT) allowances, meaning more individuals are now liable to pay CGT on a larger portion of their gains. These reductions have made it more important than ever to plan effectively. Whether you’re selling property, shares, or other assets, we can help you manage and minimise your CGT liabilities. Our tailored strategies are designed to maximise your financial outcomes while remaining fully compliant with tax regulations.
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Gifting Advice:
Gifting can be a powerful tool for estate planning, but it requires careful consideration to avoid unintended tax consequences. We provide clear, practical advice on how to make tax-efficient gifts to your loved ones, ensuring your generosity benefits them without unnecessary complications.
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Beneficiary Protection Through Trusts:
Trusts are a versatile and effective way to safeguard assets for future generations. We specialise in creating and managing trusts that protect your beneficiaries, provide for vulnerable individuals, and ensure your wishes are carried out. From discretionary trusts to family protection trusts, we’ll guide you through the options to find the best solution for your circumstances.
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A Holistic Approach to Estate Planning:
Our estate planning services are designed to work seamlessly alongside Wills and Lasting Powers of Attorney, creating a comprehensive plan that addresses every aspect of your financial legacy. To achieve this, we regularly collaborate with a range of trusted professionals, including accountants and independent financial advisers. This multidisciplinary approach ensures that every aspect of your estate planning is carefully coordinated, enabling us to deliver bespoke solutions that meet your unique goals and aspirations.
Whether you’re looking to protect your family’s future, manage complex tax issues, or ensure your assets are distributed according to your wishes, we’re here to help.
Get started today
Contact us to schedule a consultation with one of our friendly and knowledgeable solicitors.
We are here to guide you through every step of the process, making it as straightforward and stress-free as possible.
Personalised
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Norfolk & Suffolk
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Halvergate Marshes, Norfolk