Our Wills and Inheritance Tax Planning service
You have worked hard for your money, and you want your family and beneficiaries to benefit from it rather than the wrong people. Clever use of fairly simple legal structures, allied with suitable products, can make sure you leave more behind for your family and make sure they are comfortable after you have gone.
Around two-thirds of the adult population has still not taken the important step of making a Will. What’s more, many existing Wills are either out-of-date or completely ineffective when it comes to ensuring that your wishes are followed or reducing the burden of Inheritance Tax.
The first and most important step is ensuring you have a will; this need not be time consuming or expensive.
A professionally prepared Will ensures that your wishes are fully met but it should also be the cornerstone of your asset protection planning – using trusts in line with suitable investment products can ensure an efficient movement of assets from one generation to another – so that you can minimise the amount of your estate which is passed to the taxman.
We have a number of publications available that help to explain the aspects of Wills and trusts. These are available on request and our advisers will be happy to go through them with you making sure you understand the importance of will writing.
Tax planning often goes hand in hand with writing a will and there are many sophisticated products out there that can help mitigate the exposure of your estate to tax on death.
Asset Protection and Inheritance Tax planning are complex subjects and something that TISCO specialise in.
Please be aware that Wills, trust and tax planning are not regulated by the Financial Conduct Authority.
Our advisers will be happy to arrange a call or visit or you are welcome to visit us in our St Albans office. Either way, please contact us using the ‘contact us‘ function or call our St. Albans office on 01727 734040 and we will make suitable arrangements.
Testimonials from our clients
Please find below feedback from clients with whom TISCO have built a relationship with on a private client basis.
These represent every un-edited (including typos!) response received from individuals.

