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 ...
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Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.
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We believe you should always be in control of your finances. For this reason we can offer many of our services on a fixed fee basis on agreed services >
Profitability Strategies
We can help you develop strategies to help your business grow without increasing costs specialized tax incentives to produce multiple benefits and help you increase your profit >
Your Business
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