“What if I want to leave a lasting legacy for my loved ones?”
Taking the first steps in deciding what should happen to your assets during your lifetime and after you're gone can be daunting. Complex rules and constant changes to tax legislation, including those made to Inheritance Tax, mean that planning is vital to ensure that you benefit from the available exemptions and reliefs.
Our multidisciplinary team works across tax, investments, protection, and property to plan your assets with maximum tax-efficiency. With proper planning, your family will benefit from the measures you take today. Structure your affairs now to help ensure your hard-earned wealth continues to work hard for your loved ones when you no longer can.
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, 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.
Gifts during life, on death, and post-death variations
Estate and succession planning
Use of trusts and family investment companies
Our award-winning Private Clientteam 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.
As we approach the end of what has been an eventful 2022/23 tax year, we take a look back at the changes introduced by Jeremy Hunt in his Autumn Statement and provide some hints and tips on how you can grow and protect your wealth ahead of the 5 April and new 2023/24 tax year.