ESTATE AND INHERITANCE TAX PLANNING

 

Inheritance tax planning is not something most people like to think about but is an important aspect to stay on top of.

As experienced tax agents, we understand the importance of being proactive with your estate and inheritance tax planning. After all, you want to ensure your family and loved ones are properly provided for, not left with a mess to sort out.

We will work collaboratively with you, and your other professional representatives to ensure your plans are made in accordance with your wishes, and that preparations are made for the tax consequences of the inheritance left behind.

 
 

HOW WE HELP WITH ESTATE AND INHERITANCE TAX PLANNING

 
 

Taking Care of Your Loved Ones


When you are no longer around to provide for your loved ones, you want to be sure they are still provided for. We will work with your lawyers and financial advisors to ensure you have a cohesive and well-prepared strategy in place for your future inheritance.

 

Tax Effective Preparations


When you are gone, your loved ones don’t want to deal with the stress of making effective tax decisions. Now is the time to understand the costs involved in estate and inheritances so that you can make tax effective plans that reduce the tax burden for your loved ones.

 

Managing the Consequences of Estate Taxes


If you have come into an inheritance, we will help you understand, prepare for, and advise on tax effective options for managing the unexpected income.

 

PREPARE NOW SO YOUR LOVED ONES DON’T HAVE TO

The sooner you plan your estate and inheritance, the sooner you can have confidence that your loved ones are taken care of.

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ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

Tax Efficient Investments


We will help you plan for tax efficient investment strategies so that you can make the most of tax saving opportunities as you build your wealth. Smart investment strategies will help you grow your wealth faster through effective tax savings and strategic planning.

 

Property Accounting Services


As your property accounting team, we address property specific accounting issues, manage the finance function of your investment, assist with business plans, capital gains tax planning, and provide financial assessments.

 

Capital Gains Tax Advice


When it comes time to sell your property, we will give you the capital gains tax advice you need to assist with timing decisions. We provide tax effective planning as part of your overall financial planning and management for the year.

 

Asset Ownership Structure Advice


Investing in property comes with its own set of risks and rewards. Being proactive about how you structure your property investment can save a lot of headaches. From asset protection to income streams, and tax efficient profit distribution strategies, the right ownership structure will set your investment strategy with an optimal foundation.

 

ENSURE YOU ARE GETTING THE RIGHT ADVICE

We will work with your other professionals to ensure your estate and inheritance is well structured and planned for.

CONTACT US
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