Archives: Service Items
EXPERT
We aim to help you pass on as much of your wealth as possible by making full use of the various reliefs and exemptions available. We can build an individual succession plan based on your …
COMMUNICATION
Many people feel uncomfortable talking with their family about passing on their legacy, but leaving things until the last minute could mean it’s too late to make a difference.
CLARITY
The first step is knowing whether you have an inheritance tax issue. We can help you work out what does – and doesn’t – count as part of your estate and what your family’s potential …
TAX
When you die, your estate is valued and tax is payable on anything above the inheritance tax threshold. ‘Estate’ includes things such as cash, home, savings, payouts from some life assurance policies, cars and even …
