Estate Planning

You’ve worked hard, planned well and can enjoy a comfortable retirement. It’s time to start thinking about who should benefit from your accumulated wealth when you’re gone. Most people would not choose to leave a significant proportion to the tax man.

Inheritence Tax Mitigation is legitimate forward planning, utilising:

  • Available allowances
  • Lifetime gifts
  • Trusts
  • Life assurance products
  • Business Property Relief (BPR)*

*BPR may be claimed by those with direct business interests, but can also be effected through investment in the Alternative Investment Market.

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