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INHERITANCE TAX PLANNING

Careful inheritance tax planning ensures that you minimise your tax liability and do not give away too much of your wealth too soon.  FD Business can advise how best to tailor wealth succession so as to enable its smooth transition to the next generation.

 

Estate planning isn’t just about tax liability therefore our advice is geared towards ensuring that your personal financial needs are met.

Our expertise in this area enables us to advise on the following:-

 

  • Individuals whose estate planning is close to the nil rate band or many times larger
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
  • On both lifetime transfers and wills

 

Go to Resources for more information.

DESIGNED BY WOTSIT DESIGN LIMITED  |  COMPANY REGISTERED | FD Business Ltd. | Company Reg. No. 7681905  | Registered in England and Wales

VAT No. 143282919  |  Memberships: CIMA, No: 1596