“Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes” — Benjamin Franklin

Estate Planning (incl. Wills, Inheritance Tax Planning & Trusts)

Taking steps to ensure that your assets and your businesses are protected in the event of your death and, even more importantly, that your families and loved ones are cared for as you would have wished, is something most people keep meaning to get around to and yet so often never do.  You may not know who to approach, or simply do not have the time in your busy lives.

LilleyCo will take time to understand the areas you wish to protect and we also understand how difficult it can sometimes be to confront these issues.  To help you through the process in the most comfortable and helpful way, we visit you at your home or office to discuss your circumstances and advise on the best way to achieve your wishes.

  • Wills & Intestacy*
  • Lasting Power of Attorney*
  • Whole of Life Policies
  • AIM (Alternative Investment Market) IHT Plans
  • Discretionary Trusts – family and asset protection
  • Spousal Bypass Trusts – Inheritance Tax mitigation and Estate Preservation
  • Vulnerable Persons Trusts – security for minors or disabled people*
  • Bare Trusts – family and asset protection/gifting
  • Charitable Trusts – managing charitable assets tax-efficiently*
  • Pension Trusts – Inheritance Tax mitigation
  • Property Trusts – reduce forced sales to fund care home fees*
  • Business Property Relief – protect the value of your business assets from Inheritance Tax

* The products and services noted here are not part of the Openwork offering and are introduced by LilleyCo to a third party.  Openwork Limited offers no responsibility for this aspect of business which is also not regulated by the Financial Conduct Authority.

HM revenue & Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.