At Wright & Lord we’re always up to date with the latest tax law so we can always offer the most up-to-the-minute advice. We can make that Wills incorporate discretionary trusts and help the deceased’s family to create those trusts. We’ll also enable you to consider other practical, money saving steps such as lifetime gifts and how the family home is to be owned. Involving Wright & Lord Financial Services will help you review your finance so that they are held in the most tax efficient way.
For further information on inheritance tax planning or to arrange an initial meeting, please call us on 01524 402050 / 01539 565990 or alternatively complete the Enquiry form below.