Lifetime Planning

At Crosse + Crosse we provide specialist advice on Tax Planning and Lifetime Gifts to minimise your inheritance and gift tax exposures & enable assets to be transferred to future generations.

We also advise you on the creation of Trusts and Settlements that can help mitigate your tax liability & stipulate how your property is used by your chosen beneficiaries. Trusts can also be used as a vehicle for protecting a vulnerable beneficiary, such as a child, or an elderly or disabled relative, without losing them their entitlement to means tested benefits.

Areas of Legal expertise include:

Lifetime Planning team members:

Lifetime Planning Related Legal Services:

Latest News

08/06/2017

Exeter Fire Fund

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01/03/2017

Domestic Violence Evidence Requirement Removed

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23/02/2017

Crosse and Crosse secure top accolade from...

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