Ensure that your estate is structured in the most tax efficient way, at present rates upon your death HMRC tax your estate at up to 40%.
How can we help?
- Review your will
- Inform you of all available reliefs
- Ensuring full use of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between spouses
- Assist you with inheritance tax reporting requirements
- Setting up and managing trusts to control and protect family assets or when beneficiaries are too young to manage their own financial affairs. We can provide support with trust formation, preparing annual accounts and tax returns and providing assistance with administration and trust compliance.