Guide to Estate Preservation

Jordan Atkinson family, IHT, Investment, Stock Markets, Uncategorized Leave a Comment

Guide to Estate Preservation Passing on your wealth in the most tax-efficient way. Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequence. Read more here : Estate Preservation

Have you thought about reducing your Inheritance Tax bill…? (Case Study)

James Rixon All, IHT Leave a Comment

Mrs A, a divorcee who approached us for help with reducing her Inheritance Tax bill. She has a valuable house in London and a small portfolio of buy-to-let properties. Her income is relatively modest in spite of her large Inheritance tax bill – approaching £200,000 – and as she is now retired, she does not wish to take on a …