In life and in death
It’s a thread that runs through our adult lives and doesn’t go away when we die. Don’t get stitched up to pay more than you should.
Our teams can guide you to make sure you’re on top of tax in all its forms.
Mark Twain memorably coined the aphorism that “death and taxes” were life’s only certainties but even his moustache might have twitched at the extent to which tax is a touchpoint in our existence. From income and capital gains to inheritance and corporation, it is with us in many forms. How we deal with it is critical to not paying more than we should. And not many of us know how to do this without help.
Do you know how much you can leave to your loved ones without paying tax? While you may know the answer is £325,000, knowing what to do if your estate is worth more than that might be trickier to get right. In the end, most of us want to leave as much as possible to our loved ones when we’re gone.
Pensions and taxes
It’s fair to say that there’s a measure of surprise from some people who start drawing on their pension only to find they can be taxed on what they saved while being shielded from its impact. If so, how do you go about making sure you only pay the right amount? How do you know how much you can spend before you end up with a bigger bill than you thought? We work with clients every day to make sure they make informed decisions.
How we do it
What we can achieve together
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