Expert estate & inheritance tax planning to protect and pass on your wealth.
Managing your estate in your lifetime and planning your legacy allows you to provide financial assistance to your family when they need it most and minimise any tax liability you might leave behind.
We offer inheritance tax planning that protects your wealth in your lifetime and for future generations.
We will take a comprehensive view of estate and inheritance tax planning so that all the important issues are factored into your plan, including how the value of your assets may change over time.
As well as planning how your wealth is passed on to your loved ones, it’s important to make sure your own financial security is maintained. We’ll look at the full range of available inheritance tax solutions, together with the options for maintaining control of your assets and related income during your lifetime and for future generations.
If you own property which is already held within a company, we can advise on succession planning and protecting the shares from inheritance tax. If not held within a company, we can explore the advantages of transferring it to a corporate entity.
We all know the value of having a Will. Yet few people recognise that once made, a Will should be reviewed at regular intervals to accommodate new developments in your personal circumstances, tax and other legislative changes.
Do you want flexibility, access to and control of your assets whilst inheritance tax planning? We look at the Lifestyle Trust, which is being called the ‘have your cake and eat it’ trust.
Shaun Brennan DipPFS BSc (Hons), Financial Planner
Think inheritance tax doesn’t apply to you? Think again. More families are being affected, often without being aware of it. We look at how to protect your wealth.
Estate Planning, Inheritance Tax Planning, Trusts and Taxation are not regulated by the Financial Conduct Authority.
Do you want expert advice to protect and pass on your wealth?
Book your free initial consultation with one of our expert financial advisers.
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Create financial certainty about your future
Build and safeguard your wealth
Plan your perfect retirement
Prepare for life’s unexpected surprises
Make the most of your later years
Protect and pass on your wealth