Inheritance tax and estate planning
Estate planning may give rise to Capital Acquisition Tax (CAT) as either;
Inheritance Tax upon your death, or as
Gift Tax if you transfer assets during your lifetime
Working closely with you we can help you better understand your own, your financial dependent and/or your beneficiaries estate planning needs.
What next?
Lets have an open discussion, this will cover*;
Your current circumstances and plans for the future, what do you want to achieve? We will discuss current concerns you may have and talk about your plan for retirement.
*many customers have a clear picture of what they want to discuss, it’s OK if you don’t. We will use the meeting as an opportunity to take an objective look at what you have and increase your knowledge.
Research has proven that those that engage with a professional advisor at least once a year are more financially confident.
More savings and investments
More likely to have a retirement plan
More financially protected in the event of illness, accident, diagnosis of a specified illness or even death
More secure and confident about their future