estate planning and trusts

Protecting your wealth from inheritance tax (IHT) requires tailored, careful planning. This tax planning can reduce the amount of your estate that is paid in IHT. RSM Tenon’s estate planning team can advise you on the most tax efficient and effective strategies to manage and protect your estate. We will spend time with you in order to understand your current financial situation and your long-term aspirations. We offer many services, each tailored to your circumstances.

RSM Tenon Tax can:

• advise on and implement tax efficient inheritance tax planning
• offer tax and practical advice for beneficiaries
• protect your estate by setting up and managing trusts

We also work with our colleagues in RSM Tenon Financial Services to deliver a complete financial planning package.