Wealth Planning You have worked hard over the years to accumulate the wealth you have, and continue to work hard to add to it. The purpose of wealth planning is to preserve the wealth you’ve built, enhance it as much as possible without taking undue risks, and transfer it efficiently to those you want it to benefit. We have the expertise to guide you though the maze and understanding of current legislation to provide practical solutions to preserve your wealth. The objective is always to meet your long term goals, while still taking into account the short-term needs of you and your family. You don’t have to be wealthy to need to plan to be wealthy. With property prices steadily getting higher this single asset means your beneficiaries might already need to find 40% cash of its value in excess of £285,000 (2006-7). Inheritance Tax we describe as the "Optional Tax" as with careful planning much if not all this tax can be avoided. The first time we meet is always without charge and obligation. To meet us or to arrange a review of your current planning contacts us.

Trusts The use of trusts remains an effective tool in tax planning despite the best effects of the Chancellor in this years budget to seriously undermine their benefits. If you have an existing Trust are the trustees meeting regularly?  This is important in maintaining the validility of the Trust. Click here for more information on the Trustee Act 2000. Is you Trust still relevant?  We are happy to review your existing arrangements.  Contact us.