Keep more of what you have earned or inherited within the family with careful planning and advice:

~ how and when should you make cash gifts
~ what are potentially exempt transfers
~ what are the tax free bands and the tax exemptions,
~ how does the Government's annual Budget affect you
~ why use interest in possession and discretionary trusts
~ what tax relief is lost through reservation of benefit
~ how can you pass on the family business to another generation
~ will joint ownership help
~ should you be beneficial joint tenants or tenants in common
~ how does capital gains tax apply to gifts and trusts
~ should I transfer my house to my children - the traps
~ how do I help a disadvantaged or disabled relative

We can advise on these and many other aspects of preserving and transferring your wealth.

Tel 0118 957 3425 Fax 0118 959 7302