Inheritance Tax
Don’t Delay
Inheritance tax is often overlooked until it is too late.
Our focus is on the future!
We talk to our clients about this sensitive subject whilst they are still able to do something to minimise the inheritance tax liability of their estate when the inevitable does happen.
The rules are complex and interaction with capital gains tax is almost inevitable. Professional advice should be sought and we will be able to advise on all sorts of areas. Should a client make a lifetime gift of their holiday home or the shares in their company? Will an asset qualify for Business Property Relief or Agricultural Property Relief? Is a Trust a good idea?
These are all areas where we can help.
How well are you keeping up with your tax?
If you find tax taxing, please give us a call:
Telephone 01235 77 00 84
or Email enquiries@chapmanworth.co.uk