Tax and estate planning

Understanding the intricacies and impact of taxation on your wealth and how to take advantage of more tax efficient investment opportunities can be complex. It is an on-going exercise as governments change the tax rules. We can help you get ahead of the game, help you to plan ahead and manage your tax using both the most tax efficient tools  as well as the more usual options.

These may include more specialist investment planning such as:

  • Business Property Renovation Allowance
  • Enterprise Investment Schemes
  • Venture Capital Trusts

They say there are only two certainties in life, death and taxes. Well, both of these are embodied in the Inheritance Tax that may well be applied to your estate on your death. Using a cash flow planning approach we can help you to identify your potential liability and the cash, if any, that you can afford to give away to your successors. We can also design an approach to address any residual liability through the use of trusts and specialist investments.