Inheritance Tax and Estate Planning Advice at Coast, close to Scarborough, North Yorkshire.

Retirement is a major life event and it also brings with it many financial implications, as well as many opportunities.

Having expert legal advice to guide you should ensure things progress as smoothly as possible and we can provide support on a wide range of safeguards in relation to your property, at any stage in your home-ownership journey.

On Saturday 10th and Sunday 11 of August, Claire Spence, Estate Planning Specialist and Director at Cowling, Swift & Kitchin Solicitors will be available 10:30am – 5pm at our Coast show home in Burniston, close to Scarborough, for a free, non-obligatory chat about the strategies that can minimise your Inheritance Tax liabilities, simplify your estate and make protecting your assets for your loved ones a sea breeze. Giving you peace of mind that they’ll have the financial foundations they need.

Claire can help to uncover many common mistakes made and explain how you can make sure you have the most tax-efficient Will in place. She’ll also pay special attention to explaining the benefits of different Trust solutions and how these can play an integral role in reducing Inheritance Tax liabilities and protecting your estate.

For a guaranteed appointment with our financial planning specialist, email claire.docwra@mulgraveproperties.co.uk or call 0333 3702604 to speak with a sales advisor. Find out more about our homes at Coast and across North Yorkshire.