Whatever your circumstances and personal concerns, from mitigating Inheritance Tax to major wealth planning, we can offer you realistic and practical advice.
How can we help you?
Depending on your circumstances, a little simple planning can reduce your exposure to Inheritance Tax while enabling you to enjoy the rewards of success. For larger estates, more complex planning may be required to shelter assets from Inheritance Tax and protect your investments.
If you are a business owner, we can help you plan for the future so that your business passes to the next generation in the way you want. Where appropriate we can protect any entitlement to Agricultural Property Relief or Business Property Relief
Client case study
Wealthy family – Inheritance tax planning
Background: We act for a wealthy family with a family investment company, property and personal investments. The parents face a significant Inheritance Tax liability and the family wanted to minimise their exposure as far as possible.
How we helped: We helped the family plan for the future, ensuring that enough income was maintained for their daily needs whilst implementing planning to ensure Inheritance Tax would be minimised in the future. At the same time we worked closely with the family solicitor to ensure tax efficient Wills were drafted. Potential Inheritance Tax savings of up to £1m may be achieved as a result of this planning.