Financial planning
Inheritance tax planning & succession planning
Inheritance tax planning can be something that you find yourself putting off to a later date, but by taking the time to plan now, your inheritance tax exposure could be reduced whilst still enjoying the fruits of your labour.
Our approach
Our tax advisers’ and financial planners’ knowledge and expertise enables us to provide a holistic approach to your inheritance tax planning, recommending how best to minimise the impact of inheritance tax on your estate, whilst ensuring you are suitably provided for.
Our approach puts you at the heart, taking account of your objectives, family and business structures, in order to ensure your wealth and assets are passed on to the next generation in the way you want.
Whatever your circumstances and personal concerns, whether you have a larger estate which requires more complex planning or you are a business owner considering your future plans, you will receive a comprehensive, personal service, communicated in an easy to understand manner, with as much or as little detail as you like.
How can we help you?
To help mitigate or plan for inheritance tax, there are several options available, including trusts, investment structures, gifts, wills, life assurance, utilising reliefs and allowances. For most clients, a combination of these will be most appropriate.
Much of our inheritance tax planning includes flexibility to allow you to alter your plans. Circumstances often change as we get older and legislation is subject to review, meaning it is important we continually evaluate the plans.
Inheritance tax planning can be something that you find yourself putting off to a later date, but by taking the time to plan now, your inheritance tax exposure could be reduced whilst still enjoying the fruits of your labour.
