Estate Tax Planning

Inheritance Tax, Capital Gains Tax, & Income Tax can all take very significant portions of an individual’s estate.

We recommend that you plan now to minimise such taxes during your lifetime, because the earlier you consider the opportunities that are available the better use you will make of them.

Fortunately, whilst death and taxes are two of life’s certainties, death does not make the amount of tax that is due on the event similarly certain. It is therefore very important for Executors to undertake a careful review of the tax position on death, because with proper advice significant sums can still be saved.

Our tax advisers specialise in the Capital Taxes, Trust Taxation and Income Tax and will be happy to see you for a free initial consultation before advising further.