Estate Planning

Estate Planning

Inheritance Tax Planning

When you pass away you will want to know that your assets are bequeathed to your loved ones in the way you intended. You will certainly want to ensure that the estate you worked so hard to build up throughout your life is not swallowed up with a substantial inheritance tax bill on your death.

There are ways to reduce inheritance tax liability such as carefully selected life insurance policies and trust funds.

Marquis Financial Planning can discuss your circumstances with you and advise you on the best way to avoid inheritance tax on your estate. We will help you ensure that it is your loved ones who benefit most from your hard work, not the HM Revenue & Customs!


The only way to ensure that the property, savings and investments you have spent a lifetime building up will actually benefit the people and causes you care most about on your death is to make a Will.

It is surprising just how many people in the UK die intestate (without a Will), most probably assuming that their assets will automatically go to their spouse or children. However, this is not always the case due to the laws covering intestacy.
Therefore, making a Will is vital if you want to make sure that your estate is distributed in the way you want after your death.

Marquis Financial Planning can help you in the drafting of your Will. A well drafted Will should identify your beneficiaries and executors, distribute your personal assets, and, if appropriate, create a trust fund for beneficiaries who are minors.

Not only will this mean that your estate will be distributed according to your wishes, but it will also ensure that your assets are dealt with as tax efficiently as possible leaving more to pass on to your loved ones.

The Will writing service promoted here is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.


One way to reduce the inheritance tax burden when you pass away, is to consider placing your assets in a trust. This will help ensure that your loved ones benefit more from your estate than the taxman.

There are a number of trusts available including property trusts and nil band rate discretionary trusts.

Marquis Financial Planning can help to identify the type of trust best suited to your circumstances.

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