It makes sense to plan for the future, whether it is for yourself or your family. Tailored wealth succession planning enables a smooth transition to the next generation, whilst minimising tax liabilities.

McBrides’ tax team, led by Terry Baldwin, has many years’ experience advising on trusts and estates. Our client base varies from larger complex trusts and estates, to trusts and estates holding a single asset.

We can advise on techniques to mitigate inheritance tax on personal wealth, family businesses and investment portfolios. In particular, we have considerable experience in tax and succession planning and have developed a proactive approach that is based on understanding your goals and implementing timely planning.

We are involved in advising executors in aspects of estate administration. We work closely with solicitors to ensure that compliance matters are completed in a timely and efficient manner.

Estate planning is not solely about tax and we adopt an integrated, common sense approach, helping to ensure your own financial needs are met whilst maximising the amount available to pass on to your heirs.