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".

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

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