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Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise...

  • Individuals whose estate planning is close to the nil rate band or many times larger;
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
  • On both lifetime transfers and wills.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

For more information see our ...

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Aspire is a member firm of the Institute of Chartered Accountants in England and Wales.
Aspire is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales.
Aspire is a trading name of Aspire & Inspire UK Ltd, registered in England, no. 07363218. VAT registration no. 9971471708