Estate & inheritance tax planning

Helping you maximise the amount passed on to your family or beneficiaries.

Using the latest threshholds, reliefs and allowances, our IHT specialists will create a plan, specific to your needs, to ensure you are maximising the amount you pass on to family members and beneficiaries.

There is much scope for tax planning opportunities. Here are just a few of the ways in which we can help.

  • Capital gains tax & business tax relief
  • Make full use of lower tax rates and any exemptions on lifetime transfers
  • Optimising spousal rates and exemptions
  • Transfer agricultural or business property
  • Transfer assets into trust
  • Introduce you to trusted life assurance specialists
  • Arrange will creation

For more information, please contact us.

Try a site search Tax return, dividends, pension, autumn statement...

Bacs ProHelp Wirral 2020 International logo