Trusts & Inheritance

It is important to consider providing adequate provision for your family and friends who survive you.


The tax legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. The earlier you make arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.

Failing to act now could result in a substantial slice of the wealth you have worked hard all you life to accumulate ending up with the HMRC as tax!

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years.

We provide specialist trust and inheritance tax planning services that includes:

  • Help with reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Reviewing agricultural and business property relief
  • Consider utilising trusts for tax planning and protecting assets
  • Discuss life assurance cover for potential inheritance tax liabilities

We are highly recommended by our clients so if you are looking for a London accountant that offers professional, friendly and expert advice then we would be delighted to meet you. After our initial free meeting we will provide a quote and are more than happy to discuss fixed fees and telephone support.

Get the advice you need for your business
from the right person in the field

Kelvin Pickett

Sector Expert

Please contact our expert Kelvin for free initial advice on
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    SBL are here to help. With accountancy advice and tax planning experts on hand to guide you and your business on the pathway to success! You can call us on 020 7580 6822, or email us on or if you’d prefer you can complete our Free Online Enquiry Form and one of the team will be in touch shortly.

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