Estate and inheritance tax planning

Potter Baker can provide a discreet estate planning service.

Estate planning in Devon and Cornwall

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

At Potter Baker we can provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust

Contact us today to discuss how we can help you preserve as much of your wealth as possible.