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’.