ESTATE & TAX PLANNING

We make sure you know what you need to know...

The more successful you are in financial planning the greater the spectre of taxation in all forms will become.

Inheritance tax in particular is often termed “the voluntary tax”. In fact, most taxes can be legally mitigated. Some arrangements involve more action than others but knowing what you need to know is the first step.

We will:

  • review your current situation
  • consider and discuss with you the range of potential remedies available
  • work alongside your solicitor and accountant, as required, to develop the best solution for you

You have nothing to lose by contacting us and if we are able to improve things for you by maximizing tax efficiency, you will retain more of your income and/or ensure that more of your family wealth is passed on to future generations.

*Note - The Financial Conduct Authority does not regulate some forms of taxations such as Inheritance Tax.  Levels of taxation are subject to change and the value depends on the individual circumstances of the investor.