Avoid paying tax again on wealth you’ve accumulated and been taxed on already!
Wealth Preservation
Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.
Our team advise on:
- Making use of exemptions and allowances
- Gifting
- Trusts
- Whole of Life policies
- Business Property relief
- Preservation of income
The value of investments can fall as well as rise, you may get back less than you invested.
The Financial Conduct Authority do not regulate estate planning and trusts.
Business Property Relief Schemes invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
Inheritance Tax & Estate Planning
Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.
To read our guide on High Net Worth investment tax mitigation, click the link below:
