With our expertise, we could help you eliminate unnecessary taxation in terms of capital gains and income tax by providing you with tax efficient short, medium and long-term investment options. Other areas to obtain tax relief include pensions and ISA’s, which can enable you to shelter your investments from income and capital gains tax.
Inheritance tax is often termed as voluntary tax and with our advice and guidance, we could help you reduce your IHT bill – you have worked too hard to leave the future of your family to chance!
Protecting Your Family’s Inheritance
We can advise you on investments and plans that can protect your assets from the taxman, so your family, not the taxman ultimately benefit.
Many people work all their lives to establish their home and create their estate. If you die without a Will the term is called intestacy. This process can be very complicated and could lead to the loss of personal possessions and family heirlooms. More importantly, your family; those you love the most, will not receive the maximum benefit or have control of the estate you have worked all your life to achieve.
Our sister company, Foresight Estate Planning and Will Writing will analyse your estate and establish whether your Will is valid and up to date. They will provide you with the advice you need in order to secure your estate and provide maximum benefit and peace of mind to you and your family.
Estate Planning and Will Writing is not regulated by the Financial Services Authority.
Call us on Norwich 01603 268080 or Colchester 01206 751999 or Harlow 01279 703000 or Kent 02084 666550 or Wimbledon 02085 403434 to arrange your complimentary financial review.