Inheritance Tax Planning, Wills & Trusts
The Senior Tax team at Alanbrookes bring a wealth of expertise and experience to the Inheritance Tax Planning arena. Whether you are looking for some straightforward and simple advice, a will, help with Probate or a more complex Trust as part of longer-term planning, we can help you achieve exactly what you would like to have in place for the future.
Working in conjunction with experts at one of our partners firms, we are able to bring our clients an unique offer with tailor-made Estate Planning solutions for every set of personal circumstances & every pocket. Joined up thinking to protect your wealth across generations.
Introduction to us
As part of the Alanbrookes Group, our Wills & Trusts team is committed to providing our clients with the best possible advice tailor-made to their particular set of circumstances.
Our Chartered Accountancy practice focuses on helping build and manage your wealth in your lifetime - Alanbrookes Wills and Trusts preserves and safeguards that same wealth for future generations.
Introduction to Trusts
Part of the UK legal landscape for hundreds of years, trusts are still very much in use today. What’s more, they are suddenly need to know information when it comes to tax. This briefing explains why.
ESTABLISHED REPUTATION
Our partner firm are an established group of companies whose services and products are second to none. Many are unique to the group ensuring that our clients will benefit from a holistic approach to their estate planning needs. As well as death planning, they can offer lifetime planning including Business Succession strategies & Agricultural Planning.
S.T.E.P.
The Society of Trust and Estate Practitioners (STEP) is the leading National & International organisation for professionals giving advice in the area of Wills, Trusts and Taxation. The directors of our partner firm are full members holding the TEP professional qualification individually. STEP promotes the highest professional standards through education & training.
TRUST CORPORATION
As a Trust Corporation, our partner firm can give our clients extra protection due to the share capital held by the Company- as well as extra efficiency in applying for Grants of Probate and Trust work.
SPECIALISATION
Specialising in Wealth Protection strategies, our partner firm provides support and advice to a wide range of Independent Financial Advisors, Mortgage Brokers, Solicitors and Accountants across the United Kingdom.