Estate planning and Inheritance Tax
Inheritance Tax (‘IHT’) and estate planning is not just about passing on money when you die – it is also about ensuring you have sufficient funds to support the lifestyle you want.
At Bordier Wealth Planning, we are part of a fifth generation family business, so we understand the importance of capital preservation and handing down wealth to the next generation.
Our approach
IHT rules can be complicated and there are several ways to manage your potential liability.
With guidance from your tax adviser, we will help you understand how you might structure your assets to efficiently pass your wealth on to future generations and ensure your financial security in your own lifetime.
Our advice covers a broad range of strategies, including:
- Trusts
- Family investment companies
- Business Property Relief
- Gifting
- Charitable trusts and gifting
How to contact us
If you would like to learn more about how our wealth planners can help, please contact us on 020 7667 6600 or email [email protected].