Doing what’s best for
you and your family
Not everyone’s favourite subject perhaps, but Tax and Estate Planning is an important part of our service.
We’ll help you make the most of your allowances and exemptions and, if necessary, work with a tax expert to ensure your affairs are managed as tax-efficiently as possible.
As always, the cornerstone of our advice is meeting your goals and aspirations, and recommending what’s best for you. It works like this.
Estate Planning Service
As always, we start by looking at your Lifetime Cashflow requirements. Then we’ll review your Will and Trust documents to ensure they still reflect your wishes and work out what your Inheritance Tax liability might be. We can then discuss ways to handle your estate in the most tax-efficient way and even give you advice about Enduring and Lasting Powers of Attorney.
Tax Planning Service
Looking at your assets such as ISAs, pensions or savings, we can advise you on the most appropriate tax-efficient strategies, providing ongoing advice to manage your Income and Capital Gains Tax issues. We can also supply end-of-year taxation information to your professional advisers. Every year, we’ll meet with you for regular Planning Meetings to reassess your position and make sure everything is still on track.