Simplified financial guidance for complex situations
Whether you are planning for retirement, leaving an inheritance or looking for tax-efficient ways to preserve wealth for future generations, our financial planning team can help create an estate plan for you.
Your financial planner can advise on mitigating your Inheritance Tax liability through the following opportunities;
- Gifting to loved ones
- Support in establishing Trusts
- Self-employed and partnerships
- Business Relief including the Alternative Investment Market (AIM)
- Understanding your wishes as to what will happen to your estate when you die
- Guidance on Will planning
- Life Assurance
