Inheritance Tax Planning advice - tailored to your circumstances
By consulting with a specialist IHT adviser you would be able to understand the many planning opportunities available – which would not only preserve your financial security and avoid anxiety. We would also hope to significantly reduce if not eliminate the potential Inheritance Tax burden, with ideas that coincide with your aspirations.
A summary of what we can offer you
- succession planning with the family business, including a share re-organisation and a company/partnership re-structuring
- sounding board on Inheritance Tax problems
- estate planning
- associated Capital Gains Tax and other related tax planning advice
- the use of trusts for planning
- compliance issues relating to estate planning and Inheritance Tax
- specific advice on existing trust arrangements and how the tax position might be improved
- tax effective and flexible Wills
- application for probate/administration and distribution of estates and trusts
- tax planning ideas for the family home and other properties.
- support throughout the process of implementation
- regular reviews in order to provide updated advice.