There are many things to be considered when looking at protecting both your family and your home.
Inheritance tax and capital gains tax together with illness and loss of income all need to be part of an effective protection planning strategy.
Having worked hard to build up your estate, it is vital that you have a rock solid plan in place. This means you can pass on that wealth to the people you care about and minimise the amount of tax you pay.
It’s important to make sure you aren’t paying more tax than you need to. Taxation can be very complicated and the rules, reliefs and allowances often change. This is where we can advise you.
Inheritance tax rules and family circumstances can also change. We believe in building long-term relationships which allow us to adapt your plan to match the ups and downs of life.