Services
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