Trusts and Inheritance

 A key issue for many of our clients to consider – and one of the most sensitive areas of financial planning – is inheritance tax and trusts.

Our Inheritance Tax team, led by Alexandra Docherty, support our clients by developing a strong understanding of their tax and financial affairs and bringing a personal touch to an area which can often be overlooked.

Forward planning is central to this discussion and, as your trusted advisers, our aim is to work with you and your family to mitigate any issues around inheritance tax. 

We’ll support you by clarifying your future inheritance tax position, liaise with your legal advisers to ensure your will continues to meet your needs and outline how any changes in legislation might affect your arrangements.

Our preferred approach, where possible, is to work with your family members and any potential executors to bring you peace of mind that, at the earliest possible stage, your affairs are in good order.

We recognise that every client’s needs are different and tailor our support to meet the specific requirements of you and your family.

And with good planning being the key to any inheritance tax issues, we can offer financial advice through our Johnston Carmichael Wealth team.

In the related area of trusts we can support you by outlining how a trust can best be used in your tax and financial planning affairs. 

In an increasingly complex area impacted by ongoing regulatory change, our dedicated Trust team, led by Alex Docherty, will deliver expert advice on establishing and maintaining your trust.