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".
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.
