This is for people who are thinking about leaving a legacy behind for loved ones, or for charitable causes. It is all well and good to accumulate significant sums of money, however why pay 40% inheritance tax unnecessarily?
Wealth can be passed down the generations in a highly tax efficient, yet simple manner and it will involve understanding your values and wishes.
The Wealth Distribution Strategy will enable you to distribute your wealth in a highly tax efficient manner, and yet, in some cases retain control of gifts made.
You will have a clear plan of what you can afford to give away, whilst still retaining control, and maintaining your desired standard of living.
Key features of this strategy include:
Whichever strategy we agree with you be sure that you can trust us to look after your financial future