Inheritance Tax Planning
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'.
Get In Touch
Call us on 01707 247 777