Estate and succession planning
Whether you are a business owner or a private individual, the earlier you prepare for selling up or retirement, the greater your chance of exploiting tax opportunities that are available. Put simply, this means that you will have more money to fund your retirement and more money to leave to those you love. Our comprehensive service is tailor-made to each client but may include:
- Reviewing and preparing your will
- Advising on exemptions on lifetime transfers and gifts out of income
- Setting up tax-efficient trusts for the transfer of assets
- Inheritance tax mitigation
- Transferring agricltural or business properties
- Retirement planning and pension provision
- Balancing your portfolio of savings and investments
- Reviewing and advising on life assurance
- Maximising tax efficiency of business exit strategies
Our primary objective is to make you and your family financially secure both now and in later life. We strongly recommend that in light of legislation changes in 2006 you review your will and IHT strategy with one of our team.
