Leave more of your legacy behind
You can still make a difference, even after you’re gone. But you need the right kind of tax planning to preserve your estate.
Whether you’re looking to grow your capital or provide an income, this takes plenty of careful planning. You need to know all the ins and outs of estate and inheritance tax if you’re to protect the wealth you leave to loved ones or the causes you care most about. But with our help, you can make sure you invest in the right assets, while making the most of your tax-free allowances.
Estate & inheritance tax planning
Estate planning can be an emotional subject. And it’s often hard to talk about inheritance with family. But it’s important to plan how you’d like your assets to be handled once you’re gone, so that they end up with the people and organisations dear to your heart.
In fact, Estate & IHT planning is an essential part of any wealth management portfolio. It can help minimise taxes and all sorts of other costs following your death. Meaning you get to pass on more of your money, while your loved ones will pay less in inheritance tax (also known as IHT). Whatever you intend for your estate, we can help you put the right strategies in place and preserve your financial legacy.
Protect your estate and your loved ones
No matter how large or modest, your estate covers everything you own. So to calculate the true value of your assets, we include everything from cars, homes, furniture and jewellery to savings, investments, life assurance and even works of art. With our help, your loved ones will be well-looked after. And any treasured possessions will be left in the hands of those who will value them as much as you do.
More than that, our skilled financial planners will build a clear, detailed picture of your current position. That means your past, present and likely future tax liabilities. By getting to know your feelings towards tax and its risks, we can then provide the right solution to protect your estate.
Specialists in tax planning, our expertise covers
- Cash and Savings
- Venture Capital Trusts (VCT)
- Enterprise Investment Schemes (EIS)
Get a clear picture of what you’re worth
If you’re ready to start planning for the future, let us do the hard work. Based on the value of your entire estate, we will recommend a range options to minimise the impact of income tax, capital gains tax and inheritance tax. All so your wealth can continue to make a difference, long after you’re gone.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.