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Inheritance Tax Planning
Looking after your family’s future is one of the key reasons to seek financial advice. After a lifetime of hard work, it’s natural to want to ensure that your wealth is passed down to future generations efficiently, without unnecessary tax liabilities. Our inheritance tax (IHT) planning services are designed to help you preserve as much of your estate as possible for your loved ones.
Whether you’re planning to set up child-focused investments, such as ISAs or trusts, help young adults with their first property, or simply find the most tax-efficient way to pass on your wealth, we’re here to provide tailored advice. Our goal is to help you mitigate the effects of inheritance tax, capital gains tax, and other levies that could diminish the legacy you leave behind.
Expert Tax Planning
No one wants to pay more tax than necessary. Our team will work with you to identify strategies that minimise your inheritance tax liabilities while aligning with your broader financial goals.
Investment Opportunities
We can also help you explore tax-efficient investment opportunities, such as the Enterprise Investment Scheme (EIS) and AIM-listed stocks. These investments not only offer growth potential but may also fall outside of your estate for inheritance tax purposes, providing valuable tax relief after two years.
Tailored Solutions
Inheritance tax can be a complex area, but with the right planning, there are ways to protect your estate. Whether that involves lifetime gifts, trusts, or insurance policies to cover potential tax liabilities, we will create a bespoke solution to ensure your family’s future is secured.
The rules and regulations around taxation are ever-changing, but our expertise ensures you’re always one step ahead, protecting your wealth for generations to come.
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