Tax and Estate Planning
Cavendish Ware have helped clients over many years to plan their estates effectively such that the wealth that they have built up can be passed down to the right people in as tax efficient manner as possible. Many people now find that their beneficiaries will be liable to an element of Inherance Tax, currently charged at 40%. With more than two equal beneficiaries, this means that the Government will receive more of your assets than each of your intended beneficiaries. This is compounded by the fact that often the wealth being passed down has been created from previously taxed sources.
We work very closely with leading firms of lawyers to ensure properly constructed Wills are put in place. We advise on the various options available, through the use of Trusts and Tax planning, to mitigate Inheritance Tax, and have helped clients ensure that the taxman does not get his hands on your money.
If you would like to discuss your own affairs with us, or would like to receive our free guide:
- Cavendish Ware Guide to Writing a Will
the please feel free to contact us to arrange a meeting