Family Estate Planning – West London

Before speaking to us, most new clients are unaware of the substantial tax savings achievable by optimising their family estate planning. 

We’ll ensure your hard-earned wealth is passed to your beneficiaries – and relieve your planning headache.

Comprehensive Estate Planning

We’ll consider your personal, business, and tax situations. You’ll receive comprehensive, tailored estate planning advice for your specific needs.

We do so by combining multiple areas of our expertise:

• Tax Planning
•  Investment Management
• Trust Funds
• Family Investment Companies
• Business Succession Planning
• Business Exit Advice
• Will Writing
• Probate

Tax Planning Resouces

• We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to reduce your taxes – and are small enough to care.
• We employ an in-house Chartered Tax Advisor (CTA) qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.) 
• Many of our tax staff have previously worked for HMRC – so we also know how to work with them – on your behalf effectively. 

Frequent Estate Planning Issues

Areas in which we frequently assist include:

• Transferring assets to other family members.
• Transferring properties into company structures.
• Creating a remuneration strategy to minimise total taxes across salary, dividends, pensions and capital gains.
• Buying/selling commercial properties.
• Business start-up issues.
• Minimising
  • Inheritance Tax (IHT)
  • Capital Gains Tax
  • Property Taxes
  • Corporation Tax
  • VAT

Estate Planning Case Study

The Estate Planning Problem

Our client, in his 80s, owned a hotel and wanted to minimise his inheritance tax (IHT) and ensure his estate passed to his children.

How We Helped

We used our combined expertise in: tax planning, investment management and probate to meet his objectives. We then helped him implement it correctly – ensuring arrangements were watertight. Our probate arm will also administer his estate.

The Result

Our client’s estate will be passed on to children, and they will save £2m in taxes.

Next Step

Contact us today to relieve your estate planning headache – and reduce your taxes. You’ll be pleased you did.