Estate Planning

Your estate is everything you own – your home, your car, bank and savings accounts, investments, life insurance, income protection. At Murray Paterson Limited we offer a specialist advice process where we can help you to manage your estate during your lifetime and any subsequent disposal of it after your death. We look to understand your specific needs and to help minimize all elements of taxation including inheritance and capital gains. Without taking the right advice and planning accordingly then HM Revenue and Customs could become the greatest beneficiary from your estate following your death and there really is no reason to let it happen.

Of course, ultimately the goals for your estate will be determined by your specific needs and circumstances which can be wide and varied. You may wish to share some of your wealth with your parents or children whilst you are still alive rather than after your death and we can help with this. You may have a large estate and left planning a little too late and we also have specialist solutions for this. Whatever your reason our advisers can assist you and ensure that your family wealth as passed through the generations.

Want to know more?

Call us for a friendly chat on 01357 521281 or email: