Avoid paying tax again on wealth you've accumulated and been taxed on already!
Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
We can advise...
- Individuals whose estate planning is close to the nil rate band or many times larger;
- Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
- On both lifetime transfers and wills.
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".
For more information see our ...
- The basics of inheritance tax helpsheet
- Inheritance tax calculator
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.