Estate Planning

Ensure you have a plan for your assets, as growth in house prices in recent years means more families are now facing inheritance tax bills following the death of a family member.

Estate planning ensures that your wishes are followed and the cost of inheritance tax is minimised in the event of your death. Your estate comprises everything you own including your house, car, personal possessions and money.

Inheritance Tax is a tax on your estate that is payable to HMRC within 6 months of death before interest starts to accrue. However, there is usually no Inheritance Tax on the value of your estate if it is below the £325,000 threshold or if you leave everything to your spouse/civil partner or a charity. Estates above this figure are subject to 40% tax charge.

We will consider your personal circumstances and advise on a plan specific to your requirements.

Need advice? Get in touch.

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    We’re a business with history dating back to 1982 when we set out with the intention of becoming an industry leading financial advisor.


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    Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL

    Woodward Markwell Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website The firm’s reference number is 146449.
    Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078