Begbies keeps you fully compliant with all relevant tax rules and procedures and will devise efficient strategies to help reduce your liability to income, capital gains and inheritance tax.
Through our Cranbrook office we advise on a range of tax-efficient investments, such as pensions, Individual Savings Accounts and venture capital investments, as well as life insurance and collective investments to suit clients’ individual needs, including investments which may be appropriate to mitigate inheritance tax.
Our areas of expertise include:
- personal financial planning
- inheritance tax planning
- Capital Gains Tax (CGT) planning
- business exit or succession planning
- tax- efficient will and trust drafting
- trust and estate accounts and tax returns
- tax planning between spouses and civil partners to ensure all available allowances are used, as well as advising on the sharing of joint incomes and investments.
Please contact us for further information about how we can help.