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Wills and inheritance

“If there’s one thing you should know about Creaseys, it’s that we treat you as a person first and a client second.”

Terry Shephard, Head of Tax

Terry Shephard

Wills & inheritance

Inheritance tax is a big concern for families but many don’t know where to start. There are lots of different ways to protect your estate from tax charges but not all will be suitable for everyone. You may have heard of all sorts of plans but are not sure whether they are suitable for you.

Carefully considered solutions

If you ask us to help you save inheritance tax, we will sit down with you and consider all the options that are available and work out which options would fit with your needs and wishes. We will help you see all the advantages and potential pitfalls of any plan of action so that you can make a fully considered decision.

Once you decide what you want to do, we will help you implement the plan, working with your other advisors as appropriate. We will ensure that all aspects of your estate planning fit together and fulfil your wishes.

Want to know more?

Contact Terry Shephard, our Head of Tax, to find out how Creaseys can make a difference to you.

Call 01892 546546 or email terry.shephard@creaseys.co.uk