Inheritance Tax Planning

 

It makes sense to plan for the future, whether it is for yourself or your business. Tailored wealth succession planning enables a smooth transition to the next generation. It also helps minimise tax liabilities.

 

We can advise individuals on estate planning matters whether your estate is close to the nil rate band or many times larger. We can advise on techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios. We can advise 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".