Whether you want to put a legacy plan in place or spend some or all your wealth, together we can make smarter choices so you can live the lifestyle you desire.
We will consider all options to reduce or ideally completely mitigate any potential IHT liability you may have. The first stage of any plan would be to ensure your wills and lasting power of attorneys are up to date and reflect your wishes.
We would then look at other mitigating options which may include making use of trusts, utilising existing annual allowances and exemptions, Business Property Relief investments, life assurance and a schedule of gifting assets.
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