Home > Services > Tax Consulting > Wealth Management
It’s not always easy to be objective about personal wealth and how it should be managed. And there are bound to be times in your life when your situation changes or you realize it’s appropriate to make provision for your family.
There will be emotional and practical decisions to make. Unfortunately, there will also be major tax issues at stake. We’ll help you decide what your objectives are for the future and work out a plan of action which meets all your needs and reduces your tax bill.
All of which gives you peace of mind for the future.
Here’s how we helped a client plan his inheritance.
Our client needed our help with reducing his exposure to inheritance tax when he died. He had decided to pass on his wealth (in the form of various property interests) directly to his grandchildren, since his children were already well provided for. However, he did not want the grandchildren to have unregulated access to substantial sums of money he was passing on.
