- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Personal injury settlements
- Support for accountants
- Support for legal professionals
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INHERITANCE TAX MITIGATION
We believe that everyone with assets should, if it’s possible, take appropriate steps to reduce the tax bill payable on their death. We have the experience to help and our IHT reviews are free. They are available for your clients as well as ours and can be offered as part of the service you deliver from your office. We can also, if it’s appropriate, introduce Private Client/Trust Solicitors who share our enthusiasm to reduce the tax bills that are levied by the Government.
Finally, if you do not hold the appropriate FSA Regulatory Status, we can provide on matters such as Discounted Gift Schemes, Investments attracting BPR and so on to complement the IHT mitigation that many Accountants offer.
For more information on any of these matters simply click here to contact us for an initial discussion.
The value of investments and income from them may go down. You may not get back the original amount invested.
A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
The Financial Services Authority does not regulate Inheritance Tax Planning.