Strategic estate and inheritence tax planning: safeguarding your legacy and wishes
Effective estate and inheritance tax planning can play an important part in protecting your legacy and making sure your money ends up with the people you want, for the reasons you choose.
There are many tax-efficient ways in which you can pass on your wealth to others
- Gifting
- Writing a Will
- Leaving an inheritance
- Setting up Trusts
- Transferring a pension to a nominated person on your death
- Charitable gifts and donations
Whatever your aspirations are for passing on your wealth, we can help you put in place a financial plan to help achieve your goals.
