Client Guides #Inheritance Tax Planning


Our wealth planning strategies could help avoid HMRC becoming your largest single beneficiary and save your family hundreds of thousands of pounds

Read More

This guide is written as an overview, outlining how a simple looking addition to the Inheritance Tax (IHT) rules actually has some complexity to it

Read More

The number of people, high net worth individuals, affected by restrictions on pension allowances and lifetime pension limits is increasing rapidly. VCT's, EIS's & Business Relief offer attractive tax benefits and low correlation to mainstream stock markets. This can make them attractive to investors who are looking to reduce tax bills and build diversification into their portfolios and who are comfortable with the risks involved

Read More