Estate Planning

We work closely with clients to help them achieve their Estate Planning objectives. Our Private Client Tax team and advisors at Meer Wealth Management have the combined technical knowledge, experience and ability to deliver a complete Estate Planning service.
We have significant expertise in Estate Planning, advising on Inheritance Tax, Wills, Trusts and Estates and Pensions and Retirement Planning. Our Private Client Tax team, Corporate and Business Tax team and advisers at Meer Wealth Management will work closely together to deliver a completely integrated Estate Planning service.
We are proactive and not reactive with our clients and continually provide clients with innovative and practical solutions in line with their circumstances and that meet their objectives.

Inheritance Tax and Wills
We work closely with clients to formulate a long term Inheritance Tax planning strategy and have the technical ability to deliver innovative bespoke solutions to fit with our client’s circumstances, Meer & Co. Private Client Tax team works with advisers at Meer Wealth Management to provide integrated Inheritance Tax and Wealth Management advice.

Private clients can expect a fully integrated approach to their Inheritance Tax and Wealth Management services. We offer you a wide range of bespoke solutions, combining practical advice and strong technical skills to meet your individual circumstances.

Trusts and Estates
We have significant experience in the formation and operation of Trusts and the administration of Estates. We take time to work closely with clients and their families at what can be a difficult time, giving technically sound, practical advice, from both a tax and wealth protection perspective.
We offer clients:

• Expertise in formation and operating Trusts.
• Integrated tax and wealth management advice.
• Innovative tax advice linked to Inheritance Tax planning and wider family wealth planning.

Pensions and Retirement Planning
Our tax planning team has the technical knowledge to advise clients on tax issues around pensions and alternative retirement planning strategies. Our pensions and retirement specialists work closely with advisors at Meer Wealth Management to provide integrated tax and retirement planning advice.

Our pensions and retirement planning services include:

• An integrated tax, investment and retirement planning service.
• Complementary detailed Capital Gains Tax and Inheritance Tax advice.
• Innovative solutions for pension planning.
• Expertise in pension alternatives.