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Fresh thinking and a Personalised Approach

Concentrate on what you do best!

Professional, Approachable, Forward Thinking

We are here to support you and your business

Not your typical accountants

Freeing you up to do what you do best!

Freeing you up to do what you do best!

Freeing you up to do what you do best!

 

 

Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise...

  • 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.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

For more information see our ...

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

 

 

Ramsgate: 01843 848 383 Ashford: 01233 424200