Careful and sensible planning is needed to try and reduce the amount of inheritance tax payable on death – and when making gifts during your lifetime.
In particular, the knock on effect of other taxes, such as capital gains tax and stamp duty land tax needs to be considered as part of the advice process. We advise on and implement strategies to mitigate tax. We can help with:
- Reviewing your affairs
- Advising on strategy and timing
- Mitigating inheritance tax using gifts and trusts
- Utilising exemptions, reliefs and allowances
- Managing capital gains
To find out more about tax planning and what we can do for you, call us on 01458 254310 or email firstname.lastname@example.org