INHERITANCE TAX PLANNING
The tailored planning of wealth succession allows a smooth transition to the next generation and also minimizes tax liabilities.
We can help...
- Individuals whose estate planning is reaching or is significantly exceeding the nil rate band;
- Means to mitigate inheritance tax on family businesses, family homes or investment portfolios;
- Wills and lifetime transfers;
However, estate planning is not only about tax and we apply a common sense approach in order to help you ensure that your own financial needs are covered and to avoid "giving away too much too soon".