If you are deciding who is to benefit from your Estate or you are expecting to inherit yourself, careful planning can prove of vital importance.
Inheritance Tax affects an increasing number of families, especially with the rise in house prices seen over the past decade, and use of the current exemptions should be made.
McLean & Melrose are able to offer a diverse and innovative approach to planning, using a number of leading products by specialists in their field.
- Specially Tailored Schemes for Inheritance Tax
- Suitable Trusts *
- Will Writing Services**
- Estate Planning - to include the correct use of investment vehicles and protection policies
* Trusts are not regulated by the Financial Conduct Authority
** Will-writing is a separate and distinct service to those offered as a representative of St. James's Place. Wills are not regulated by the Financial Conduct Authority.