Expert Estate Planning Support for Professional Advisers
Supporting Professional Advisers in Estate Planning
At the Inheritance Planning Company, we have been working closely with professional advisers for over two decades, offering specialised support in estate planning. We understand that wills are often one of the most significant financial transactions a client will make, and it is crucial that their estate planning is done efficiently, with long-term benefits for future generations.
Our role is to help professional advisers deliver more comprehensive estate planning solutions to their clients. With our expertise, you can add value to your services by providing bespoke advice on wills, trusts, and tax-efficient estate planning.
How We Add Value to Your Client Services
Bespoke Wills and Deeds of Variation
We can tailor wills or deeds of variation to meet your client’s specific objectives. With the inheritance tax threshold frozen until 2028, preserving IHT benefits is now crucial to avoid increased tax liabilities as asset values rise. Our expertise
extends to managing business assets under current relief schemes and ensuring pension death benefits are structured to avoid excessive tax.
Asset Protection Solutions
We help safeguard assets for the next generation, protecting them from legal threats, creditors, or unexpected tax liabilities.
Ongoing Support for Advisers
Our team provides a valuable resource for professional advisers, offering technical support, newsletters, and personalised contact to expand your knowledge of estate planning. We are here to answer your questions and guide
you through complex cases.
Estate Planning Resources for Professional Advisers
Stay ahead in estate planning with our curated resources. Access expert articles, case studies, and updates on best practices to enhance your services. Downloadable guides and technical insights provide the tools you need to deliver tailored solutions for your clients.
How We Help When a Client Passes Away
Life Assurance Trusts
Business Asset Transfers
Efficient Estate Administration
We offer a full range of services for managing and administering estates. Our approach focuses on being both efficient and dependable, ensuring that estates are handled smoothly while maximising the value for the beneficiaries.
Minimising Inheritance Tax
We help identify opportunities to reduce the IHT liability on the estate, ensuring that as much of the estate as possible passes to the intended heirs.
Tailored Beneficiary Planning
We ensure that the deceased’s will is suitable for the beneficiaries needs and provide advice on estate planning for the beneficiaries themselves, to ensure long-term financial security.
Contact us for adviser support
If you’re a professional adviser looking to expand the estate planning services you provide to your clients, Contact us today for an initial conversation. We can offer expert advice that will add value to your client service proposition.
Ready to enhance your client offering? Contact us today to find out how we can assist you in delivering bespoke estate planning solutions for your clients.
Estate Planning
Co-Habitees
Married with Children
Protect your family’s future by ensuring your spouse
and children’s inheritance is safeguarded from unnecessary tax and legal risks.
Business Owners
Your Future with a Comprehensive Will
Without a will, outdated laws may dictate your estate’s division. We help ensure your wishes and family’s security.
Asset Protection Solutions
We help safeguard assets for the next generation, protecting them from legal threats, creditors, or unexpected tax liabilities.
Business Asset Transfers
Our service ensures that business assets are transferred in a tax-efficient manner to the next generation, avoiding unnecessary IHT and preserving the value of the business for future heirs.
Married Couples with or without Children
Whether you are looking to leave everything to your spouse or protect your assets for your children, we can create a will that balances your objectives and ensures long-term protection for future generations.