Most families aim to minimise the tax burden for the next generation. The way this is achieved varies significantly from one family to another depending upon business interests and other assets owned. This includes reviewing legal documents such as wills, trust deeds and lasting powers of attorney. We can offer a wide range of solutions to estate planning such as:
- making lifetime gifts
- claiming business and agricultural property reliefs
- transferring assets into trust
- taking out life insurance cover
- restructuring business ownership