Inheritance Tax Planning
Plan ahead for tax-efficient wealth transfer
Passing wealth on to future generations can be complicated, not only from an investment point of view but also from a tax perspective.
This will become an even larger issue from April 2027 when pension assets will be included in estates for the purposes of inheritance tax.
How we can help you
Our advisers can help with inter-generational wealth planning or business succession planning. We can give advice on ways to pass wealth down the generations in the most tax efficient way.
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