We aim to maximise the inheritance for your family and the generations to follow.
We help our clients protect and preserve their property and wealth to ensure it passes down to the next generation. Making sure that the right money goes to the right people, at the right time.
If you don’t want the Tax man to be the biggest beneficiary of your estate, with our approach to preserving wealth and protecting assets we can identify solution that can minimise or eradicate Inheritance Tax altogether. With careful planning nobody needs to pay Inheritance tax.
Our advanced Inheritance Tax planning solutions are tailored to the individual needs of each client. We work with families to make full use of allowances and exemptions ensuring that there is never any more tax paid than is necessary.
If your assets are valued over £325,000 when you die, you will be liable to pay Inheritance Tax at a rate of 40% on anything over this amount. With the correct planning and financial protection in place within your Will, this amount can be dramatically reduced or eliminated.
