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Category - Inheritance Tax Planning

Succession/IHT Planning

Succession/IHT Planning (Case Study)

Our clients are a wealthy couple who are now in their early 70s and are generally looking to reduce their wealth by passing it on to their family….

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Inheritance Tax Planning

Inheritance Tax Planning (Case Study)

Our client is an individual who has built up a large portfolio of investments and a large pension fund over many years running his own business. Prior to…

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Family Inheritance Tax Planning

Family Inheritance Tax Planning (Case Study)

Our clients run family-run trading businesses in both the care sector and in food and drink supply. Previously, the father had passed the business on to his son…

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Post Business Sale – What do I do now?

Post Business Sale – What do I do now? (Case Study)

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

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Trust and Estate Taxation

Trust and Estate Taxation (Case Study)

Our clients, a husband and wife, jointly owned a number of rental properties. They wanted to give their daughter financial assistance to pay for their grandchildren’s private education…

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