Wealth Management & Estate Planning
We offer specially tailored advice to help make the best decisions for the future.
Making a will and planning to protect and preserve your wealth is one of the most important things that you will ever do. When it comes to estate planning, our team of experts takes pride in identifying the best tax management opportunities so you can protect the wealth you hope to pass on.
Effective estate planning means that you retain the maximum amount of wealth possible for the intended beneficiaries, whilst at the same time taking full advantage of any inheritance tax exemptions and reliefs.
Some of the areas we can advise on include:
- Inheritance & Gift Tax (CAT)
- Will Planning
- Effective Wealth Management
Tax Liability on a Pensioner’s 75th Birthday
The normal retirement age for the majority of pension schemes is 60 years of age. In more recent years, people are continuing to work well …
Your business providing for your future
Are you a business owner and thinking about the future prospect of disposing of your business or transferring it to your children? Even if you …
Rent a Room Relief
If you let a room in your home, the income you receive may be exempt from tax. If your gross rental income does not exceed …