Taxation and Trust Advice ...
... from a Chartered Financial Planner. Below are a selection of questions and answers as examples of how we may help.
To begin the process of receiving our advice we will need to collect some
information from you - when you are ready to proceed please follow this link
by clicking
here.
Q: How does the 2006 Budget affect the benefits under my current trust?
A: We will consider your existing arrangements and advise on any changes that will help maintain your original objectives.
Q: I am worried about the
effect of inheritance tax on my estate. What can I do about this?
A: There
are several options to lessen the effect of this tax and we will discuss
these and recommend those most appropriate to your particular case.
Q: I am in business with
others. What would happen if one of my co-directors / partners died or
became seriously ill?
A: You would have the
problem of shares in your company being out of your control. We can advise
on a way of covering each of the directors for this eventuality, providing
capital to the family of the deceased / seriously ill director in exchange
for the shares moving in to the control of the others.
Q: I have life policies that
are not in trust. I understand that on death these will inflate my estate
and increase the inheritance tax payable. Can anything be done?
A: We can consider each
policy and recommend a way forward to remove these from your estate, if
possible.
Q: I have existing
investments that I would like to encash. However, I am worried about the tax
I might incur. How can I minimise the tax payable?
A: We can consider your
investments and plan a way to withdraw your capital in the most tax
efficient way.
Q: Should I be investing
offshore?
A: Offshore investment can
be tax efficient for some but needlessly costly to others.
Q: I would like to invest
for my children / grandchildren. What is the most tax effective way to do
this?
A: We will consider your
plans and put forward proposals to achieve your aim in the most tax
efficient manner available to you.
To begin the process of receiving our advice we will need to collect some
information from you - when you are ready to proceed please follow this link
by clicking
here.