Effective Inheritance Tax planning could save your family hundreds of thousands of pounds.
To help you plan effectively we can work with your accountant and/or solicitor (with your agreement) to assess your potential tax liability and recommend affordable solutions that will complement any work already undertaken.
Our suggestions may include the formation of trusts that will remove capital from your estate whilst providing you with an income, or suggesting alternative arrangements that allow you to access capital, whilst any growth from your investment does not fall into your taxable estate.
If you have already created a trust, we offer a trust review service to ensure that it is up to date with your current circumstances and that it fulfills your wishes and intentions.
To arrange an appointment to see our financial adviser, please contact us.
Get in touch for information and to book an initial meeting.
T: 01228 406 397
David Finan, Managing Director