Providing clear financial vision to both private and corporate clients. Call us to make an appointment 01543 440 300
Trust and Taxation (Estate Planning)
We provide specialist Estate Planning services such as Trust and Taxation advice. For example we provide investment advice where monies are held under Power of Attorney to pay for nursing fees. We will also arrange for investments to be made for children.
Lord Jenkins once famously said “Inheritance Tax is a voluntary tax, paid by those who distrust their heirs more than they dislike the Inland Revenue!” This is possibly less important nowadays, but with careful planning, potential Inheritance Tax liabilities can be considerably reduced or mitigated completely. Possibly more importantly, you can be sure who finally receives your assets.