Qualified and experienced financial advisors
From planning the prevention of the death tax through gifts, placing assets into trusts or simply holding assets that are accessible but not subject to the tax, to funding for grandchildren’s future education or shielding capital from long term care costs, we can provide expert assistance. We can advise on the many assets which qualify for Business Property Relief, which allows you to remove the value from your estate in just 2 years of ownership, whilst retaining full control and access.
We can help to reduce or eliminate liability to Inheritance Tax whilst maintaining the necessary controls over one’s assets and even continue to receive an income from the capital after placing it in trust. Inheritance tax planning is a complex and specialist area where many actions can be irrevocable. Get in touch with us so we can help you.
We can help you with…
Pension planning comes in two stages, accumulation (where you build up benefits in a pension) and, decumulation where you draw benefits from the pension monies you have accumulated.
Mortgages have become more varied and complex over recent years; Fixed, Variable, Discounted, Capped, LIBOR rates – almost as though the industry is trying to make it sound difficult.
Each investment structure has different tax implications, so it is important to choose the right one or combination of structures based on your own needs, tax position and objectives.