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Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

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

We can advise...

  • Individuals whose 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 solely 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'.

Next Step:

Please contact us if you need further advice, have any questions about our services, or would like a free consultation or a fixed quote.

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