Client Login




01622 691600




Investment Management

Financial Planning

Succession and Tax Planning Print this page

Without the right advice and careful financial tax planning, the Inland Revenue could become the largest beneficiary of your estate following your death with the Inheritance Tax rate at 40%. Succession and tax planning is therefore an important element of the overall wealth management process for many clients.  Whether their assets have been built up through property, investments or their business, ensuring it can pass to their chosen beneficiaries when they die and as tax efficiently as possible is a key element of their planning requirements.

As a result of our relationship with Whitehead Monckton solicitors, specialist lawyers can provide tailored succession and tax planning advice and where appropriate assist in the setting up and management of trusts. For more details of this approach and the members of their team please follow this link to their website www.whitehead-monckton.co.uk/for-individuals/trusts