IHT and Trust Services
Many families find it uncomfortable to discuss Inheritance Tax but avoiding this subject can result in the Taxman becoming entitled to up to 40% of a large part of your Estate.
Taking action now can make sure this does not happen.
Our in-house personal tax specialists can work with you to provide innovative solutions to protect your assets and ensure that the people you want to inherit your wealth are the ones that do.
Trusts are just one option to consider when considering your Estate planning. Most people think Trusts are complicated strategies for the mega wealthy, in fact they can be very effective in planning estates with moderate levels of wealth. They play a role in protecting your wealth for your loved ones should your surviving spouse remarry, in the event of marital disputes or concern over unwise spending.
If your assets amount to more than £650,000 then you need to speak with us.
Over the festive period, most businesses will have enjoyed some time out with their employees at Christmas parties. Often, such events can also...
And in the blink of an eye, another year has gone and somehow, we’re in 2020! 20 years since we ushered in the start of a new Millennium and 16...
In summary, the correct treatment of Personal Contract Purchases (PCP) and similar contracts depends upon the level of the final optional payment....
Not sure where to start? Have questions?
Book your free no-obligation discovery chat and we'll connect you with the right expert for your business needs and get your questions answered!