Capital Taxes & Estate Planning

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Capital Taxes & Estate Planning

  • Retirement from a family business
  • Transition of ownership of small/medium family owned businesses
  • The transfer of ownership of family businesses in lifetime or under a Will
  • Inheritance tax planning i.e. how to fund tax arising on a death
  • Optimum use of lifetime group tax-free thresholds
  • Inheritance tax reliefs and exemptions
  • Estate planning with tax efficiency in mind
  • Assisting clients interested in the area of philanthropy

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