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Estate Planning

This is the management of ones estate to mitigate the liability of inheritance tax.

It is also the process of ensuring that the right people are bequeathed the right money at the right time.

All this can entail as little as writing an effective will right through to the setting up of specialist trust to ensure the minimum of Inheritance tax is due to be paid at death and also to minimise the impact of probate or dying intestate.

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 is a service provided by Invest & Protect Ltd registered office 45 Market Street Hoylake Wirral registered in England and Wales Registration number 4566052 Invest & Protect Ltd is authorised and regulated by the Financial Services Authority under firm reference number 439830. The financial services authority does not regulate inheritance tax planning.


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