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Inheritance tax planning

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With many family businesses operating within the rural sector, it is essential that you deal with an accountant that fully understands the various reliefs available to ensure that as much of your wealth is passed on as possible.

We keep up to date with all of the developments in this specific tax area and apply all appropriate measures as part of the long-term plan for you and our family.

We review your family assets on a regular basis to ensure that everything is structured in the best way for you. The phrase ‘asset rich, cash poor’ may be appropriate to some clients and it is essential that these assets are carefully reviewed on a regular basis to identify Inheritance tax concerns.

Understanding our clients, their ambitions, aims and asset base are essential at the outset; reviewing the inheritance tax position alongside any associated tax traps forms part of this.

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We work with clients all over the UK, so to find out how we can help you, contact us for a free consultation at your convenience.

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