Inheritance Tax Planning

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 ...

Next Step:

We'd love to meet you for a no obligation chat. So, if you're looking for a local firm of pro-active accountants that will prove to be a valuable asset to your business, simply contact us by phone or email..

 

Want to pay
less tax?

Free
consultation

Request
a callback

quick books sage ICAEW xero
- =