Inheritance Tax Planning

Tailored wealth succession planning enables smooth transition to the next generation as well as minimising liabilities. 

We can advise on:

• Individuals whos estate planning is close to the nil rate band or many times larger.
• Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios.
• On both lifetime transfers and wills.

However, estate planning is not soley about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid “giving away too much too soon”.