When considering your affairs and planning your estate for the future, regard should be had for inheritance tax and capital gains tax.
Planning for the future may require bespoke wills to be created, gifts to be made or trusts to be established to attempt to limit the effect of tax on your estate. In some cases tax efficient financial products may be appropriate and solutions may involve the use of additional professional advisers.
In some cases the concern is not tax, but how a business will continue after the death of one party or how to protect the home of a loved one.
We can consider your affairs and implement the most efficient solution.
For more information or to speak to someone please call us on 01642 475252 or send us a message via our enquiry form.