Inheritance tax & trusts
If it is important to you to leave a legacy, we will help you understand the tax implications of structuring your investments in different ways. We can advise you on how to us a life assurance policy to mitigate any tax liability that you believe may exist.
Whether you want to allocate monies for your family now, or just pass on what is left, we can advise you on how different approaches to savings and investments are taxed. We can help you use trusts to coordinate your legacy plans. Although this can be complicated, it isn’t expensive to do and the benefits can be substantial.
We are not tax advisers. We do not provide information about your own personal tax affairs. We can explain, in general terms, the tax implications of different investment products.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.