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.
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