Protecting You & Your Estate
As we all live longer lives, the need to plan for and share collective wealth amongst the generations of our family becomes more necessary. Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy.
While many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £5.4bn in IHT revenues in 2018/19 tax year alone. *
IHT is just one of the many areas to consider when protecting your family and home. We also offer planning and support in other areas including:
  • Capital Gains Tax
  • Illness and loss of income
  • Later life planning
  • Long term care
  • Estate Administration
  • Professional Trustee Services
Source: tax receipts, 19 September 2019.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
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Assessing the right protection for your specific needs is essential to any wealth management solution.

Contact us today to discuss your requirements.