| • |
You own a valuable house which
you have owned for more than seven years and are concerned at
the impact of an Inheritance Tax charge at 40%; or |
| • |
Your wealth includes a valuable
quoted portfolio standing at a gain and where estate planning
would otherwise trigger (were it not for our advice) an attendant
CGT charge; or |
| • |
There are no Wills in place
or there are Wills leaving all to the spouse and vice versa;
or |
| • |
Your (joint) estate(s), is/are
in excess £500k and Inheritance Tax Planning is a consideration;
or |
| • |
Trusts may provide tax and
practical advantages including ongoing control, protection and
ring-fencing, flexibility, secrecy and tax planning advantages;
or |
| • |
You are a shareholder in an
unquoted company or a partner in a partnership or a sole trader
and are considering succession and maximising business property
relief whilst (possibly) wishing to retain income and a degree
of control; or |
| • |
You want us to examine an
existing estate planning structure already in place; or |
| • |
You have a significant potential
Inheritance Tax problem and do not wish to consider the insurance
option or not for the whole potential liability; or |
| • |
A Deed of Variation of a Will
or Intestacy is needed or could secure significant advantages;
or |
| • |
You have an Inheritance Tax
query best answered by experts; or |
| • |
There are CGT complications
in a re-structuring excercise; or |
| • |
There are existing trusts
that need to be reviewed and given a Health Check; or |
| • |
You feel an Inheritance Tax
‘Review’ would be advantageous; and |
