Inheritance Tax Planning
Mitigate paying tax on wealth you’ve accumulated.
Tailored wealth succession planning can help the 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 pragmatic approach, helping you to ensure your own financial needs are met and to avoid ‘giving away too much too soon’.