Tax

We will consider tax efficient planning for all of our investment and retirement solutions. Once you have built up your wealth, you will want to consider preserving this to be passed down to future generations.

Inheritance Tax (IHT) planning can help to ensure that your assets are passed down to your family, rather than being taxed at 40%. Without careful planning you could end up leaving a substantial tax liability on your death, thereby reducing the value of your estate paid to your chosen beneficiaries.

Our IHT planning service can include solutions such as:

• Arranging a life insurance policy to pay any future tax liability
• Transferring assets using lifetime gifts
• Transferring assets into trust
• Ensuring that your wills are set up correctly
• The use of Business Property Relief (BPR) investments for faster IHT exemption