Few of us feel comfortable discussing death and money — but if you know who or what you want your wealth to go to, it’s a conversation you can’t afford to ignore.

Consider this: how would you feel if your loved ones had to pay more inheritance tax than necessary?

Many are surprised by how much of their estate can be subject to Inheritance Tax (IHT). Your home, investments, and even heirlooms could leave your family with an unexpected bill.

With careful planning, William Street can help you get your estate in order and reduce the amount your loved ones may owe to HMRC. Whether it’s a gifting plan, gifts from income, life assurance in trust, or updating your Will, our experts can help ensure those closest to you are looked after — now and in the future.

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place and along with Trusts are not regulated by the Financial Conduct Authority.