Estate planning & trusts

Estate planning and trusts for family business: Safeguard your legacy

At HW Associates, we specialise in estate planning for family businesses, ensuring your assets and wealth are preserved for future generations. Our team helps you create a clear succession plan, balancing family and business needs to minimise disputes and ensure continuity. We provide expert guidance on reducing estate taxes and protecting your business’s financial health, helping you secure your legacy for years to come.

Expert estate planning consultants

Our estate planning consultants offer personalised advice to manage your wealth and assets efficiently. We work with you to develop tailored strategies, from reducing tax liabilities to setting up trusts, ensuring your family’s future is secure. Our team provides ongoing support to ensure your plan evolves with your circumstances, giving you peace of mind.

Comprehensive estate tax services in Hertfordshire

HW Associates offers estate tax services designed to minimise the financial burden on your estate. From inheritance tax to trust management, we ensure that your estate plan is tax-efficient and compliant with all legal requirements. Our estate tax planning experts in Hertfordshire guide you through complex tax laws, helping to protect your wealth and maximise the benefit to your beneficiaries.

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More services

Estate Planning & Trusts

Estate planning and trust services, protecting your wealth and ensuring a smooth transition for future generations.

Inheritance Tax

We personalised guidance to minimise tax liabilities, protect wealth, and ensure efficient asset transfer

Personal Tax Planning

Tailored personal tax planning to optimise your finances, minimise liabilities, and secure your long-term financial future.

Retirement Planning

Comprehensive retirement planning services to help you build a financially secure future with peace of mind.

Self Assessment

Expert guidance and support for self assessment tax returns, ensuring compliance and minimising your tax obligations.

We can help

We work with you and for you, not against you.
Our experience, expertise and practicality will complement your own skills and can only enhance your business.