Having created wealth, it is natural that you will want to protect it for your family. The last two decades have seen many changes to the tax regime. However it is still true that inheritance tax is, in a large measure, a voluntary tax - provided you take the right steps. As with so many wealth and tax issues strategic planning is the best approach.
But matters must simply not be left until too late in the day. Very often, with timely planning, the tax can be avoided without the need for provocative steps.
Within our planning we always ensure that our client’s income and capital requirements can be met both now and in the future – this is always our priority.
At Kilsby Williams & Gould we undertake lifetime and post death strategic financial planning.
We take advantage of the tax options available under current legislation by: