Protecting your assets
Capital Acquisitions Tax is charged at 33%. If you want to leave your assets to someone other than your spouse or civil partner then they may be liable to this high tax. Your assets include your home, savings, pensions or possessions.
Plan ahead with us
With effective financial planning these tax liabilities can be mitigated or removed completely. It is therefore vital that you implement a well thought out plan for the successful transfer of assets either in your life time or on your death.
Succession Planning
Succession planning involves several key components to ensure a smooth transfer of assets and wealth. These include wills, trusts, tax reliefs, insurance, and Whole of Life Section 72 policies.
Each element plays a critical role in managing and protecting your estate for future generations.
