Inheritance Tax Planning

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
 
We can advise...
 
  • Individuals whose estate planning is close to the nil rate band or many times larger;
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
  • On both lifetime transfers and wills.
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".
 
For more information see our ...
 
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CONTACT US

Fraser Ross House
Fraser Ross House, 24 Broad Street, Stamford, Lincolnshire, PE9 1PJ
Contact Us: info@brayshaw-morey.co.uk
Call Us 01780 750840

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