A death in the family often requires quick work to protect and identify opportunities to safeguard assets. Our experienced team will work with you to avoid future unexpected tax liabilities by reviewing your finances and family wealth in advance.
With current tax charges at 40% on estates worth more than £325,000 even the most modest of homes fall within Inheritance Tax threshold. It is therefore important to plan ahead. We can ensure all the necessary reliefs and exemptions are in place whilst leaving flexibility to review the most appropriate and effective structure for you.