Estate Planning
Many people will have built up assets over the years, with their house possibly being one of the most valued.
It is important to consider the tax implications upon death in order to ensure the amount of inheritance tax due is reduced and the wealth can be passed on effectively.
We can help you to implement strategies for mitigating and managing your inheritance tax position and therefore create an effective legacy.
As we have strong links with local solicitors and accountants we are able and competent in liaising with your own professional advisers to ensure that you are using all your tax and trust options.
The Financial Conduct Authority does not regulate taxation and trust advice.
Take the first step
We would be happy to discuss your requirements with an initial meeting.
Contact us today book your free no obligation initial meeting in whichever method is most convenient for you.
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