Tax efficient planning can greatly help minimise your estate’s potential liability to Inheritance Tax.

A H Brooks can advise on a wide range of exemption measures including:

• Transfers between spouses
• Annual gifts
• Gifts to charities
• Potentially exempt transfers

Trusts are a way of giving money or other assets to others and are often useful in assisting long term family situations such as provision for children, grandchildren or stepchildren.

If you would like to discuss your options please contact Anne Morris on 01538 383201 or email annemorris@ahbrooks.co.uk