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- INTERNATIONAL & UHNW EXPERTS
- ACCOUNTANTS & BUSINESS DEVELOPMENT SPECIALISTS
- BESPOKE TAX SERVICES
- PROFESSIONAL, APPROACHABLE & RELIABLE
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".