Succession planning helps you
to decide how and when to pass your wealth on to the next generation, including
children and grandchildren and as tax-efficiently as possible. We advise on how
and when wealth should be passed on and address common concerns such as
Inheritance Tax (IHT) planning, asset protection and educating beneficiaries on
the responsibility of inheritance.
Our Private Clients team
works collaboratively with our colleagues in the Corporate team to help clients
plan for the succession of their businesses ensuring a smooth transition while
minimising their tax exposure as the business owner. This includes reducing
your taxable estate to minimise the inheritance tax (IHT) liability as well as
ensuring you have enough income to meet your future needs.
The importance of being prepared should not be under-estimated, our business lifecyle looks at the issues you may face and how we can help:
Our case studies will resonate you are not alone, find out what our clients say.
Our IHT calculator will help establish the potential inheritance tax liabilities of your estate.
Estimate the value of your estate
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