Inheritance Tax Planning Rising house prices have brought many more people within the bite of inheritance tax. Transferring assets to reduce your tax liability requires care; retaining any benefit in the transferred asset cancels the tax saving. Advice is available on how to plan using the family home, especially if it is your largest asset. We will calculate your tax bill and advise on how to save tax by making a will and transferring assets to trusts.
Planning your retirement?
Retirement is about more than pensions and in many cases it is more tax-efficient to take income from investments rather than pensions, which generate taxable income and which may be passed on to children free of IHT. To provide you with the best chance of a tax-efficient retirement we we will create a flexible and tax-efficient strategy for taking retirement benefits;
If you are about to retire we can advise on the range of options available to provide retirement benefits with the greatest flexibility, including estate planning advice to reduce the effect of inheritance tax..
Succession planning?
We will show you how you can pass assets to the next generation tax-efficiently.
We have successfully advised:
- Married Couples
- Single Persons
- Before & After Retirement
- Trustees
- Directors of Family and Private Companies
- Partners
- Sole Proprietors
Please note, Tax Planning and Will Writing are not regulated by the Financial Services Authority
Contact us now on FREE Phone 0800 567 0018 for your free consultation. |
