Estate Planning for Individuals
Mitigation of your estate’s liability to inheritance tax is a way of helping the next generation
Daverns has both the tax advisory and trusts expertise that will assist you in assisting the next generation.
Daverns can assist you with appropriate lifetime use of your “nil rate band” and “residence nil rate band” that allow you and your spouse or civil partner to dispose of assets potentially free of inheritance tax through the use of trusts and otherwise through the use of potentially exempt transfers and gifts out of income.
Get in touch
To take the next step, simply drop us an email or give us a call and we'll be delighted to understand how we will be able to help.
After an initial face-to-face or telephone consultation, we'll work through your needs and objectives in the short and longer term before developing a plan of action. We'll let you know exactly how we can help and which experts will be handling your matter.
Email office@davernpartners.co.uk or call 020 4505 8489