Our tax specialists are able to explain and advise on the alternatives available to you to help minimise future inheritance liabilities. We have three, fully qualified, members of the Society of Trust and Estate Practitioners (STEP) within our team, ensuring the most relevant and accurate advice on inheritance and succession planning.
Listening to your needs and building up an understanding of your requirements, enables us to provide professional guidance that caters for your interests both now and in the long-term.
How We Add Value
- Expert advice on the reliefs and exemptions available to minimise future inheritance liabilities
- Sensitive to your requirements both now, and in the future – our focus on gaining a thorough understanding of your position makes sure your wealth is passed on in the most tax efficient way
- Guidance on utilising Trust schemes, protects your finances throughout your lifetime and beyond