Practical Straightforward Solutions

Wealth Protection Planning

From a wealth protection point of view, succession in a family business involves considering the best use of a number of techniques:

  • Lifetime gifts
  • Trusts
  • Wills

The right combination of these, the right company structure and various tax reliefs can be used to manage your personal, capital gains and inheritance tax obligations.

Other Protections

It’s not all about wealth protection. There are scenarios that you need to think about - such as a debilitating accident or illness where loss of cognitive powers can put your wishes at risk.

 

How we can help

We can work with your accountant and/or financial advisor to really understand all the components that are in play.

And by helping you to think ahead and by guiding you through your various options, we can enable you to work out what is best for you – given your current circumstances and long-term wishes. Our expertise

Our team includes highly qualified members of S.T.E.P. (The Society of Trust and Estate Practitioners). This means we stay up to speed with the constantly changing tax rules. In turn, that means we can keep you similarly up to date.

Call us now

It’s a FREE conversation to work out how we can best help you and your business.

Most of the time we will be able to agree a fixed fee for the work we then do.

Call us now on 0208 369 5121

 

Learn more →

REQUEST A CALL BACK

Complete this form and we'll call you back
  • This field is for validation purposes and should be left unchanged.
The London Law Practice
Better legal support for business owners
CALL US TODAY
FOR A FREE 15 MINUTES CONSULTATION