With over 30 years' tax planning experience, we specialise in creating tax efficient estate planning services which have been carefully designed with your clients in mind.
Our Estate & Succession Planning Services allow your clients to enjoy their capital throughout their lifetime while at the same time ensuring they maximise tax efficiency for their beneficiaries.
Using long-standing legislation called Business Relief (formerly Business Property Relief) our services are designed to provide 100% relief from inheritance tax after two years, without the need for:
Our services have been refined over the years and have been structured to be transparent and to offer clients a choice based on their investment approach.
Your client retains full control of their capital and can benefit from any capital growth and income that is generated. This ensures that their capital is always available if it's required (unexpectedly or otherwise) in the future.
Clients can achieve full IHT relief after two years and retain full access to their capital.
Clients can transfer existing ISAs into our AiM IHT ISA for full IHT relief after two years.
Clients can protect their capital from IHT whilst growing their legacy for their children
Clients can generate a natural income, without drawing down capital, and achieve IHT relief.
A bespoke service for business owners looking for greater tax efficiency.