Tax Advice

Very few people intend to leave money to the HM Revenue & Customs! We can advise you inheritance tax planning, both on lifetime gifts and trusts and on your death.

We will help you minimise the effect of inheritance tax on your estate and we will explain to you the various exemptions and reliefs. We will also advise you on how this relates to capital gains tax (CGT) and income tax. Your financial advisor in partnership with our private client team can make sure that your family receive more or of your estate.