Estate Planning

At Cannizaro, we believe that estate planning is not just about protecting your wealth and assets during your lifetime, but also about preserving them for future generations.

Our team of experienced advisors can provide expert advice on inheritance tax planning, allowing you to pass on your assets tax-efficiently and ensure that your beneficiaries receive a greater share of your wealth.

We offer a range of estate planning services, including an inheritance tax audit, trusts, investment companies, life assurance, and business relief. Our aim is to provide tailored advice that is specific to your unique circumstances, allowing you to achieve your estate planning goals while minimising your tax liability.

We take a personable and approachable approach to estate planning, understanding that it can be a sensitive and emotional process. Our team of advisors will work with you to ensure that your estate plan is in line with your wishes and that your loved ones are provided for.

At Cannizaro, we believe in providing ongoing guidance and support to our clients, ensuring that their estate plan continues to meet their needs over time. We understand that estate planning is a complex process, but with our expertise and guidance, we can help you achieve your goals with confidence and peace of mind.

We take a caring and supportive approach to estate planning, recognising that our clients' financial goals are personal and unique to them. Let us help you plan for the future and provide for your loved ones in the most tax-efficient way possible.