• We can calculate the client’s net asset value (assets less liabilities) to determine if inheritance tax might be applicable. Generally, we will try to explain how the client’s estate might be treated for IHT, with a view to mitigating any IHT liability.
• We can provide a general explanation of the importance of making a “Will*” and how they can be used in general planning and to reduce any IHT liability. If required, and where specialist support is needed, we can refer to a selected panel of solicitors.

*The writing of Wills involves a service that is separate and distinct from those offered by St. James Place. Wills are not regulated by the Financial Services Authority.