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Estate Tax

We handle your
Estate Tax Planning

With property values steadily increasing, now is the perfect time for putting in place tax efficient estate tax planning measures. Our services include:

  • Working with individuals, particularly owners of family businesses, to transfer wealth to the next generation in a tax efficient manner
  • Assisting clients to develop tax efficient wealth accumulation strategies
  • Claiming reliefs and exemptions where appropriate
  • Working with our clients' legal advisors to draft wills and legal documents to give effect to personal estate planning and business succession planning