Tax Planning
With such a close link between financial and tax planning, it is essential that we have a detailed understanding of both. Whilst we are not tax advisors, we do have relationships with established tax advisors and so can direct clients to ensure that they get advice on the following:
The transfer of wealth to the next generation can be a key issue for many people in terms of the logistics, the most appropriate and tax-effective solutions and also the emotional aspects.
“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin
Never a truer word spoken and yet time and again, from the countless meetings with clients over the years, we know that so many of them find the conversation that they need to have with their families about the inheritance that they leave behind them and how they believe it should be managed, a difficult subject to broach.
The better you prepare succession plans, the chances are much greater of leaving a lasting legacy, not purely in terms of managing wealth but also providing a framework for how to deal with the same issues when the time is right for them.
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