Complex rules and constant changes to tax legislation, including those made to Inheritance Tax (IHT), mean that planning is vital to ensure that you benefit from the available exemptions and reliefs.
Taking time to structure your affairs now can help maximise the wealth you pass on and can protect loved ones from unexpected tax liabilities.
A review of your affairs can help us to establish your current tax exposure and provide advice on the best options available. This often involves reducing the value of your estate through gifting or structuring future growth, family investment companies, life insurance policies, or other estate and succession planning methods.
The options for Inheritance Tax (IHT) Planning can appear complex and daunting. However, our team will guide you through, ensuring your family is protected after you are gone.
- Inheritance Tax Planning
- Utilising exemptions and maximising tax reliefs
- Appropriate ownership structure of assets
- Gifts during life, on death, and post-death variations
- Estate and succession planning
- Use of trusts and family investment companies
- Tax-efficient investments
Our award-winning Private Client team consists of financial planners, wealth managers and tax advisers and has had the privilege of advising clients for over 30 years. It has a wide range of experience and is truly dedicated to ensuring your affairs are dealt with as smoothly and efficiently as possible.
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If you would like to know more about our wealth management services, please get in touch today.
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