Bespoke Tax Advice to Managing Directors, Owners and high net worth individuals.
40% tax on death on the earned assets of business owners is not what they had in mind when they first started.
We have a large client that is looking to acquire companies that are fast growing or that want to exit or that want to go public on the Stock exchange.
Do you have pension funds in excess of your Lifetime Allowance?
Ensure your own children benefit from your share of your residential home if you pre-decease and your spouse re-marries. It can happen that a new will is then made by the widow whereby her estate goes to her new husband thereby bypassing your children.
A properly worded Will can ensure that half the value of your home is protected against 3rd parties [subject to circumstances].