Financial Planning for wealth preservation in later life including Inheritance Tax planning can be complex and require specialist knowledge.*
We can help by:
- Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.
- Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client’s own financial security. This could be achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.
- Arranging a client’s affairs so that their estate passes to their chosen beneficiaries in a tax and cost efficient way, without compromising financial security during their lifetime.
* The Financial Conduct Authority does not regulate Taxation and Trust Advice.