Tax Planning, Trusts and Elderly Matters
Everyone’s concerns are different.
Some people are anxious to preserve their Estate against care home fees.
Others need to plan to reduce Inheritance Tax and pass on as much of their wealth as possible.
Others are concerned to make gifts during their lifetime free of tax.
Whatever the case, you need as much time as it takes for us to listen to you, understand your situation and make the right recommendations – which is exactly what we’ll do.