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Inheritance Tax Planning

 ‘Tailored wealth succession planning’ is a method of ensuring your wealth passes smoothly to the next generation whilst at the same time, minimising your tax liabilities. Whatever band your estate falls into, from near the nil-band or vastly larger, Tax Expert will assist you with estate planning. Utilising tried and tested techniques that ease the burden of inheritance tax on your family home, business and investments; we’ll get you the best outcome possible and even advise on lifetime transfers and wills.

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