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Estate planning

Estate planning is very important to all individuals whether this be because of a personal property portfolio which exceeds the inheritance tax threshold or possibly because of business asset relief which may be available for the transfer of shares in an own or managed business.

Over the years we have planned disposals of capital assets from individuals to other family members in the most tax efficient way available.

Estate planning can include the gifts of assets on an annual basis or possibly the use of a company to transfer assets with limited inheritance tax.

In many cases a very simple plan of changing the asset ownership from solely owned to jointly owned can achieve inheritance tax savings.