Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

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We can advise...

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• 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.

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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".